Follow Up Boss + Retell AI

Add tags to new Follow Up Boss contacts and trigger phone calls in Retell AI

When a new tag is added to a contact in Follow Up Boss, streamline your workflow by enabling your Retell AI app to make a phone call to the contact immediately. This automated process ensures that every tagged contact receives a timely phone call, enhancing responsiveness and improving communication efficiency within your business operations.

When this happens...
Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Make a Phone Call
Create a new outbound phone call
ActionWrite

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Supported triggers and actions

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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Call Status
- Direction
- From Number
- To Number
- Agent ID
- Sort Order
- Limit
- Pagination Key
- Start Timestamp Upper Threshold
- Start Timestamp Lower Threshold
Trigger
Polling
Try It
- Knowledge Base NameRequired
- Info
- Texts
- URLs
- Files
- Enable Auto Refresh
Action
Write
- Phone NumberRequired
- Termination URIRequired
- SIP Trunk Auth Username
- SIP Trunk Auth Pass
- Inbound Agent ID
- Outbound Agent ID
- Inbound Agent Version
- Outbound Agent Version
- Nickname
- Inbound Webhook URL
Action
Write
- Agent IDRequired
- Agent Version
- From Number
- To Number
- Direction
- Item
- Variable
Action
Write
- Agent IDRequired
Action
Search
- LLM IDRequired
Action
Search
- Limit
Action
Search
- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search
- Info
Action
Search

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
- Area Code
- Inbound Agent ID
- Outbound Agent ID
- Nickname
- Inbound Agent Version
- Outbound Agent Version
- Number Provider
- Country Code
- Toll Free
- Phone Number
Action
Write
- Version
- Model
- Speech to Speech Model
- Model Temperature
- Model High Priority
- Tool Call Strict Mode
- General Prompt
- Tools
- Values
- Starting State
- Begin Message
- Variables
- IDs
- Config
Action
Write
- From NumberRequired
- To NumberRequired
- Override Agent Id
- Override Agent Version
- Retell LLm Dynamic Variables
- Data
Action
Write
- Call IDRequired
Action
Search
- Phone NumberRequired
Action
Search
- Voice IDRequired
Action
Search
- IDRequired
Action
Search
- Limit
- Sort Order
- Pagination Key
- Call Status
- Agent Id
- Upper Threshold
- Lower Threshold
- Direction
- From Number
- To Number
Action
Search
- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Retell AI

Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.

Learn more

Related categories

AI Agents

Follow Up Boss + Retell AI

Add tags to new Follow Up Boss contacts and trigger phone calls in Retell AI

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Watch Call

Create Knowledge Base

Import Phone Number

Register Phone Call

Get an Agent

Get a Retell LLM

Get Concurrency

List Agents

List Knowledge Bases

List Phone Numbers

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

Create a Phone Number

Create Retell LLM

Make a Phone Call

Get a Call

Get a Phone Number

Get a Voice

Get Knowledge Base

List Calls

List Retell LLMs

List Voices

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Retell AI

Related categories