Follow Up Boss + Squarespace + Trello Integrations
How to connect Follow Up Boss + Squarespace + Trello
Zapier lets you send info between Follow Up Boss, Squarespace, and Trello automatically—no code required.
Do even more with Follow Up Boss + Squarespace + Trello
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Follow Up Boss, Squarespace, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
The pipeline this should trigger on. (optional)
Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to apply to the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Price
The estimated sell/buy price for this person.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
MessageRequired
Message content of your note.
Subject
You can give your note a title or subject using this field.
Message is HTML
Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Phone NumberRequired
The phone number of the call to be logged.
TypeRequired
Whether the call was incoming or outgoing.
Note
The log message entered for this call.
Call Duration
Length of the call in seconds.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team MemberRequired
The team member that will be assigned to this contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appApi Docs Info
API docs for Squarespace are located here https://developers.squarespace.com/commerce-apis/what-can-i-do
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Choosing a board will trigger on all new cards on that board.
List
Requires a board to be selected.
Filter
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
ListRequired
List where the card was moved to.
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to archive.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to archive.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the label you want to add.
LabelRequired
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the label to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to add members to.
Member(s)Required
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add members to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Filter cards below by board.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to copy.
NameRequired
Enter the name of your new board.
Organization
Add the board to an organization (it'll be in your Personal Boards if left blank).
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to remove the label from.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to remove the label from.
LabelRequired
Requires a board to be selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card that contains the checklist you're looking for.
ChecklistRequired
Pick the checklist that contains the checklist item you're looking for.
SearchRequired
Search by matching Checklist Item Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
SearchRequired
Search by matching Checklist Name.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag nameRequired
The tag this should trigger on.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Tag(s)Required
Tag(s) to add to a contact (separate multiple with a comma)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
StageRequired
The new stage for this contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the deal
PipelineRequired
StageRequired
Team Member(s)Required
Description
Description of the deal
Price
The price associated with this deal (whole dollar amount, no decimals or symbols)
Commission
Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
Projected Close Date
The projected close date of this deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the task
TypeRequired
Assigned ToRequired
Due
When this task is due.
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to pause for the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Type of event occurred on the website. For lead capture forms use Registration type.
Message
Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Street Address
Street address of the property being viewed or inquired about.
City
City of the property being viewed or inquired about.
State/Province
State or province of the property being viewed or inquired about.
Zip/Postal Code
ZIP or postal code of the property being viewed or inquired about.
MLS Number
MLS number of the property being viewed or inquired about.
Price
Price of the property being viewed or inquired about.
Is for Rent?
Indicates if this is a rental property.
URL
Link to the property details page.
Type
Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
Bedrooms
Number of bedrooms.
Bathrooms
Number of bathrooms.
Area
Property square footage.
Lot Size
Lot size in arches.
Source
The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
Medium
The medium of the campaign, e.g. for an organic search the medium is "organic"
Term
The search terms entered by the contact
Content
The content of the campaign
Campaign
The name or identifier for this campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivityRequired
Only trigger for this type of activity/action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board
Choosing a board will trigger only for cards due on that board.
Time Before
How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Only trigger for new checklists in this board.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
Checklist Item NameRequired
Checklist Item Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add an attachment to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the attachment to.
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to move.
From List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to move.
To Board
Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
To ListRequired
Pick the list to move the card to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to update.
Card Name
Leave this blank if you do not want to update the name.
Card Description
Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
Card Due Date
Leave this blank if you do not want to update the due date.
Due Complete
Card Position
Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to close.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card with the checklist item you want to complete.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist item you want to complete.
ChecklistRequired
Pick the checklist which has the item you want to complete.
Checklist ItemRequired
Pick the checklist item you want to complete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card that contains the checklist you're looking for.
SearchRequired
Search by matching Checklist Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Follow Up Boss + Squarespace + Trello Integrations Work
- Step 1: Authenticate Follow Up Boss, Squarespace, and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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