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Follow Up Boss + TidyCal

Follow Up Boss + TidyCal integrations

Create or update Follow Up Boss contacts when new TidyCal bookings occur

Maintain your client database up-to-date with this efficient workflow. When a new booking is made in TidyCal, this automation will immediately create or update the corresponding contact in Follow Up Boss without triggering action plans. This ensures you always have the latest booking information at your fingertips, saving you time and enhancing your customer management process.

When this happens...
New BookingTriggers when a booking is created.
TriggerInstant
automatically do this!
Create Contact Without Triggering Action PlansCreates a new contact. This will not trigger action plans.
ActionWrite

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More things you can do with TidyCal and Follow Up Boss

Discover other triggers and actions you can use with TidyCal and Follow Up Boss

- Team
Trigger
Instant
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- Team
Trigger
Instant
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New Contact
Triggers when a contact is added.
Trigger
Instant
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Payment Refunded
Triggers when a booking payment is refunded, in full or in part.
Trigger
Instant
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Subscription Cancelled
Triggers when a booking subscription is cancelled.
Trigger
Instant
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New Team
Lists the teams.
Trigger
Polling
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- Team
  Required
Trigger
Polling
Try It

- Booking ID
  Required
- Reason
- Notify Booker
Action
Write
- Title
  Required
- Description
  Required
- Duration (minutes)
  Required
- URL Slug
  Required
- Padding (minutes)
- Bookable Days Ahead
- Minimum Notice (minutes)
- Slot Interval (minutes)
- Max Bookings Per Slot
- Max Guests Per Booker
- Private
- Require Approval
- Redirect URL
- Price
- Payment Platform
- Currency
Action
Write
- Booking ID
  Required
- New Start Time
  Required
- Notify Booker
Action
Write
- Booking ID
- Booker Email
- Include Team Bookings
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

- Team
Trigger
Instant
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New Booking Type
Lists the booking types.
Trigger
Polling
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Payment Completed
Triggers when a booking payment is completed.
Trigger
Instant
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Store Order Completed
Triggers when a Store order is paid.
Trigger
Instant
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Subscription Started
Triggers when a contact starts a booking subscription.
Trigger
Instant
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- Team
  Required
Trigger
Polling
Try It
- Booking ID
  Required
- Guest Name
  Required
- Guest Email
  Required
Action
Write
- Booking Type
  Required
- Start Time
  Required
- Booker Name
  Required
- Booker Email
  Required
- Booker Timezone
  Required
- Coupon Code
- Question ID
- Answer
Action
Write
- Email
  Required
- Name
- Timezone
- Phone Number
Action
Write
- Booking Type
  Required
- From
  Required
- To
  Required
Action
Search
- Email
  Required
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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.

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CRM (Customer Relationship Management)

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About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar

Related Zap Templates

Create new Follow Up Boss inquiries or website events from TidyCal bookings

Create new tasks in Follow Up Boss whenever new bookings are made in TidyCal

Create or update contacts in Follow Up Boss for new team bookings in TidyCal