Follow Up Boss + thanks.io

Add recipients in thanks.io for new contacts in Follow Up Boss

Easily create a personalized touchpoint for every new contact in Follow Up Boss by sending a postcard using Thanks.io. With this workflow, when a new contact is added in Follow Up Boss, they'll be seamlessly added as a recipient in Thanks.io for a postcard campaign. Strengthen your connections and save time on manual data entry with this seamless integration.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
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
- Order IDRequired
Trigger
Scheduled
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing ListRequired
- Recipient Full Name
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Street or Complete AddressRequired
- Address Line 2
- City
- State / Province
- Postal Code
- Country Code
- Birthday
- Email
- Phone
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Mailing ListRequired
- Street AddressRequired
- State / Province
- Address Line 2
- City
- Postal CodeRequired
- Country Code
- Email
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
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Giftcard Amount in Cents
- Giftcard Brand
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Envelope
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Field #1
- Custom Field #2
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image
- Custom Field #1
- Custom Field #2
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
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 thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Learn more Help

Related categories

Printing

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + thanks.io

Add recipients in thanks.io for new contacts in Follow Up Boss

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

Get Order Details

Order IDRequired

New Recipient Added

Mailing List (if not selected, trigger will apply to all recipients)

Add Recipient

Mailing ListRequired

Recipient Full Name

Recipient First Name

Recipient Last Name

Recipient Company

Street or Complete AddressRequired

Address Line 2

City

State / Province

Postal Code

Country Code

Birthday

Email