Follow Up Boss + Synthflow AI

Update Follow Up Boss contacts when Synthflow AI phone calls are completed

Stay organized and efficient whenever a phone call is completed in Synthflow AI. With this workflow, you can effortlessly update or create contacts in Follow Up Boss without triggering action plans. It's an ideal solution to keep your contacts updated in real-time, removing the need for manual data entry. Maximize productivity and ensure accurate information for every completed phone call with this seamless integration.

When this happens...
Phone Call Completed
Triggers after AI agent completes a phone call. Provides transcript and other relevant information.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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Supported triggers and actions

- Agent IDRequired
Trigger
Instant
Try It
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Meeting confirmationRequired
- Booking titleRequired
Action
Write
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Integration
- SMS
- SMS message
- User Email
Action
Write
- IdentifierRequired
- Description
- Choices
Action
Write
- PhoneRequired
- InstructionsRequired
- TimeoutRequired
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write

- Action IDRequired
Action
Write
- Model IDRequired
- Actions
Action
Write

List Actions
Get all the actions available
Action
Write
- Model IDRequired
- Phone NumberRequired
- NameRequired
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action IDRequired
- Identifier
- Description
- Examples
Action
Write
- Action IDRequired
- Content
- Instructions
Action
Write
- Action IDRequired
- Identifier
- Description
Action
Write
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

- Model IDRequired
- Actions IDs
Action
Write
- TypeRequired
- NameRequired
- PromptRequired
- Large Language ModelRequired
- LanguageRequired
- Greeting MessageRequired
- Voice IDRequired
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- IdentifierRequired
- Description
- Examples
Action
Write
- ContentRequired
- InstructionsRequired
Action
Write
- IdentifierRequired
- Description
Action
Write
- Model IDRequired
Action
Write
- Action IDRequired
Action
Write
- Model IDRequired
- QueryRequired
- User IDRequired
Action
Write
- Model IDRequired
Action
Write
- Model IDRequired
- Name
- Prompt
- Large Language Model
- Language
- Greeting Message
- Voice ID
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action IDRequired
- Identifier
- Description
- Choices
Action
Write
- Action IDRequired
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call IDRequired
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

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 Synthflow AI

Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.

Learn more

Related categories

AI Assistants

Related Zap Templates

Create calls in Synthflow AI when new contacts appear in Follow Up Boss

Add tags to new Follow Up Boss contacts and create calls in Synthflow AI

Follow Up Boss + Synthflow AI

Update Follow Up Boss contacts when Synthflow AI phone calls are completed

Phone Call Completed

Create Booking GHL Action

Create Booking Calcom Action

Create Information Extractor Single Choice Action

Create Transfer Call Action

Delete Action

Detach Action

List Actions

Create Call

List Assistants

Update Booking Calcom Action

Update Information Extractor Open Question Action

Update SMS Action

Update Information Extractor Yes No Action

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)

Attach Action

Create Assistant

Create Information Extractor Open Question Action

Create SMS Action

Create Information Extractor Yes No Action

Delete Assistant

Get Action

Text - Generate Response

Get Assistant

Update Assistant

Update Booking GHL Action

Update Information Extractor Single Choice Action

Update Transfer Call Action

Get Call

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

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Synthflow AI

Related categories

Related Zap Templates

Related Zap Templates