Follow Up Boss + QuickBooks Commerce

Create new companies in QuickBooks Commerce from new contacts in Follow Up Boss

Effortlessly manage your business contacts and finances by connecting Follow Up Boss with QuickBooks Commerce. This automation workflow activates when a new contact is created in Follow Up Boss, then instantly adds a company in QuickBooks Commerce. Simplify your data management with this seamless integration, keeping your accounting records up-to-date and organized.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Company
Triggers when a new company is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Address
Triggers when a new address is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Order Finalized
Triggers when an order has been marked as finalized.
Trigger
Instant
Try It
- CompanyRequired
- Address LabelRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- Suburb
- City
- State
- Country
- Zipcode
- Email Address
- Phone Number
Action
Write
- CompanyRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Mobile
- Fax
- Notes
- Invite to your B2B eCommerce Portal?
Action
Write
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address 1
- Address 2
- City
- Country
- Zip Code
Action
Search
- Order Number
- Reference Number
Action
Search
- Company NameRequired
- Company Code
- Email Address
- Filter Relationship TypeRequired
- Tax Number
- Phone Number
- Fax Number
- Website
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
- Filter Relationship Type
Trigger
Instant
Try It
New Fulfillment
Triggers when a sales order is (fully or partially) packed and a new fulfillment is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Order Fulfilled
Triggers when an order has been completely fulfilled.
Trigger
Instant
Try It
- Company NameRequired
- Company TypeRequired
- Company Code
- Tax Number
- Phone Number
- Fax Number
- Website
- Email Address
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Write
- Order Number
- Status
- Reference Number
- CustomerRequired
- Shipping AddressRequired
- Billing Address
- Assignee
- Stock Location
- Currency
- Default Price List
- Email
- Phone Number
- Issued At
- Ship At
- Tax Treatment
- Tags
- Notes
- Order Source URL
- Variant SKURequired
- QuantityRequired
- Price
- Discount (%)
- Extra Note
- Tax Type Code
- Tax Rate Override (%)
- Has Freeform Line Items
Action
Write
- Company Name
- Company Code
- Company Email
- Filter Relationship Type
Action
Search
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- City
- Country
- Zipcode
- Address LabelRequired
- Suburb
- State
- Email Address
- Phone Number
Action
Search or write

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About QuickBooks Commerce

Manage your multi-channel and wholesale business in one place with QuickBooks Commerce. Increase operational efficiency with supply chain, reporting, and accounting automation.

Help

Related categories

eCommerce

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + QuickBooks Commerce

Create new companies in QuickBooks Commerce from new contacts in Follow Up Boss

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province

Zip/Postal Code

Price

Custom Field 1 Name

Custom Field 1 Value

Custom Field 2 Name

Custom Field 2 Value

Custom Field 3 Name

Custom Field 3 Value

Custom Field 4 Name

Custom Field 4 Value

Custom Field 5 Name

Custom Field 5 Value

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Address

New Contact

New Invoice

Order Finalized

Create Address

CompanyRequired

Address LabelRequired

First Name

Last Name

Company Name

Address Line 1Required

Address Line 2

Suburb

City

State

Country

Zipcode

Email Address