Follow Up Boss + Targetprocess

Create Targetprocess user stories from new Follow Up Boss contacts

Easily manage your Follow Up Boss contacts and their associated tasks in Targetprocess with this seamless workflow. When a new contact is added in Follow Up Boss, a user story will be created in Targetprocess, allowing you to conveniently track their progress and updates. Streamline your contact management and stay organized with this efficient automation.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
ActionWrite

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Supported triggers and actions

What does this mean?

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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Bug
Triggers when a new Bug is added.
Trigger
Scheduled
Try It
New Comment
Triggers when a new Comment is added to some Entity.
Trigger
Scheduled
Try It
New Iteration
Triggers when a new Iteration is added.
Trigger
Scheduled
Try It
New Request
Triggers when a new Request is added.
Trigger
Scheduled
Try It
New Team Iteration
Triggers when a new Team Iteration is added.
Trigger
Scheduled
Try It
New User Story
Triggers when a new User Story is added.
Trigger
Scheduled
Try It
Change State
Change state of existing Entity. .
Action
Write
Create Build
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Action
Write
Create Feature
Create a Feature, a high-level requirement which contains User Stories.
Action
Write
Create Task
Creates a Task, a small chunk of work, typically less than 16 hours. Task must relate to User Story.
Action
Write
Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
Action
Write

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
New Build
Triggers when a new Build is added by user.
Trigger
Scheduled
Try It
New Feature
Triggers when new Feature is added by user.
Trigger
Scheduled
Try It
New Release
Triggers when a new Release is added.
Trigger
Scheduled
Try It
New Task
Triggers when a new Task is added by user.
Trigger
Scheduled
Try It
New Time
Triggers when a new Time record is added to some Entity by User.
Trigger
Scheduled
Try It
Add Requester to Request
Create new User-Requester and attach her to existing Request.
Action
Write
Create Bug
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Action
Write
Create Comment
Appends a new Comment to existing Entity.
Action
Write
Create Request
Creates a Request, which can represent idea, issue or question from users.
Action
Write
Create Time
Create a Time record by User for specific Entity.
Action
Write
Delete Entity
Deletes an Entity, which follows selected criteria.
Action
Write

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Targetprocess

Targetprocess is a Visual Management Software.

Help

Related categories

Project Management

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PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Targetprocess

Create Targetprocess user stories from new Follow Up Boss contacts

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Bug

New Comment

New Iteration

New Request

New Team Iteration

New User Story

Change State

Create Build

Create Feature

Create Task

Create User Story

New Deal

New Contact

Tag Added to Contact

Tag nameRequired

Add Tags to a Contact

Contact Phone, Email, or IDRequired

Tag(s)Required