Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

Creates a note on a contact

Assign a different agent to this contact.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Triggers when a field is updated on the object specified. It will output the old and new field values.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Adds an existing file to an existing Record.

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Creates a new attachment (max 25MB).

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

Creates a deal on a contact.

Create a task for a contact.

Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

Search for a contact by email, phone number, or Follow Up Boss ID.

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Adds an existing contact to an existing campaign.

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates records from line items and sets the parent-child relationship.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.