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Follow Up Boss
Follow Up Boss
1. Choose trigger event
Slack
Slack
2. Choose action
1. Select the event
Setup
Test
Follow Up Boss
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Add Reaction" in Slack.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Slack, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Users
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Content
Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Multi Message
Message Text
Required
Send as a bot?
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_edit_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Content Type
Reply Broadcast
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
File
Thread
Send Channel Message?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Topic
Required
Topic set by
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status Text
Status Emoji
Expiration Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message ID (ts)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Required
Sort By
Sort Direction
Include Bot Messages in Search Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Username
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
New Deal
Fires when a new deal is created in Follow Up Boss.
Create a new record or update an existing record in your app.
Conversation ID
Required
Scheduled As
Required
Scheduled Message ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_delete_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Canvas ID
Required
Operation
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status_copy
Approval request message
Required
Send message as
Required
Approval type
Required
Zap_id
Include a link to this automation?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Title
Email
Display Name
User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Private Channel
This action creates a private channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message ID (ts)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message TS (ID)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Full Name
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Follow Up Boss and Slack with AI agents and code
Beyond Zap workflows. Call Follow Up Boss and Slack actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Follow Up Boss and Slack actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Collaborators
Add Reaction
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Follow Up Boss and Slack
Get notified in Slack about updated deal stages
When a deal stage in Follow Up Boss is updated, Zapier sends a notification to a specific Slack channel. This keeps business owners and key stakeholders informed in real-time about the development of ongoing deals, aiding in streamlined decision-making.
Alert team in Slack for new Follow Up Boss contacts
When a new contact is added in Follow Up Boss, Zapier triggers an alert in a designated Slack channel. This ensures the marketing team can align strategies quickly as new leads are brought into the system, improving lead response times and campaign targeting.
Whenever a new deal is created in Follow Up Boss, Zapier sends a notification in the designated Slack channel. This helps the sales operations team track deal activity closely and share opportunities with relevant team members, boosting collaboration and visibility.
Learn how to automate Follow Up Boss on the Zapier blog
Learn how to automate Slack on the Zapier blog
Make work flow with AI
Level up your Follow Up Boss to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Follow Up Boss + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Slack
How do I set up an integration between Follow Up Boss and Slack?
To set up an integration between Follow Up Boss and Slack, you need to use Zapier. First, log into your Zapier account and create a new Zap. Choose Follow Up Boss as your trigger app and select the trigger event you require, such as 'New Lead' or 'Updated Contact'. Then, choose Slack as the action app and configure an action like 'Send Channel Message' to notify your team.
What are some common triggers for integrating Follow Up Boss with Slack?
Common triggers for integrating Follow Up Boss with Slack include events such as 'New Lead', 'Updated Contact', and 'New Appointment'. These events can automatically send notifications or updates to a specified Slack channel.
Can I send direct messages in Slack when a new lead is added in Follow Up Boss?
Yes, when setting up the Zap between Follow Up Boss and Slack, you can select the trigger 'New Lead' from Follow Up Boss. For the action in Slack, choose 'Send Direct Message' to notify specific team members instantly.
How can I customize the message that gets sent to Slack from Follow Up Boss?
When configuring your action step in Zapier for sending a message from Follow Up Boss to Slack, customize the message by mapping fields from Follow Up Boss data into your message template. This allows personalization with details like lead name or appointment time.
Will I be able to notify my team in real-time about new contacts via Slack?
Yes, using Zapier's instant triggers for events such as 'New Lead' or 'Updated Contact', your team can receive real-time notifications in selected Slack channels whenever there is a new entry in Follow Up Boss.
Is it possible to filter which leads trigger notifications in our Slack channel?
Yes, you can apply filters within your Zap setup on Zapier. This allows notifications to only occur under certain conditions—like leads from specific sources or those meeting particular criteria—ensuring that only relevant updates are sent to your team’s Slack channel.
How do error notifications work when integrating these apps?
Zapier provides built-in error notification settings which alert you via email if there is an issue with the workflow integration between Follow Up Boss and Slack. You can also add steps within Zaps to notify specific people on Slack directly of any errors.
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.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.