Follow Up Boss + SiteCapture

Follow Up Boss + SiteCapture integrations

Create new SiteCapture projects when deal stages are updated in Follow Up Boss

Streamline your real estate workflow with this time-saving process. When a deal stage in Follow Up Boss is updated, it prompts the creation of a new project in SiteCapture. This seamless transfer of information helps keep your tasks organized, ensuring that every deal stage update promptly initiates the necessary response in SiteCapture. Keep your projects up-to-date and never miss a step with this efficient system.

When this happens...
Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create ProjectAction to create a new project.
ActionWrite

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More things you can do with Follow Up Boss and SiteCapture

Discover other triggers and actions you can use with Follow Up Boss and SiteCapture

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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Template Key
- Status
  Required
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Report_type
Trigger
Instant
Try It
- Project Id
  Required
- User Id
  Required
- Notify User
- Remove Previous Assignee Access
Action
Write
- Project Id
  Required
Action
Write
- Project Id
  Required
- Send initial Email
- Send Email Reminders
Action
Write
- Key
  Required
Action
Search
- Project ID
  Required
- Capture timestamp on the photos
- Only include original photos
- Have the photo organized into folders
- Include a csv containing project data in the zip
Action
Search
- Id
  Required
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Needed Field keys in field groups
Action
Search
- Id
  Required
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search
- Project Id
  Required
Action
Write
- Template Key
  Required
- Container Project Id
Action
Write
- Project Id
  Required
Action
Write
- Project Id
  Required
- Due date
- Status
- Fields
Action
Write
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

Learn moreLearn moreHelpHelp

Related categories

Project Management