Connect Follow Up Boss and Trello to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Follow Up Boss and Trello together. Build enterprise-grade automation in minutes.

Our most popular template

Create Trello cards for new Follow Up Boss deals
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Follow Up Boss + Trello
Create notes in Follow Up Boss for new Trello cards with added labels
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Trello + Follow Up Boss
Create new Follow Up Boss inquiries or website events from Trello activities
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Trello + Follow Up Boss
Create notes in Follow Up Boss when cards are moved to a new list in Trello
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Trello + Follow Up Boss
Update Trello cards when Follow Up Boss deal stages change
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Follow Up Boss + Trello
Update Trello cards when person stages change in Follow Up Boss
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Follow Up Boss + Trello

Create Trello cards for new Follow Up Boss deals

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Follow Up Boss + Trello

Create notes in Follow Up Boss for new Trello cards with added labels

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Trello + Follow Up Boss

Create new Follow Up Boss inquiries or website events from Trello activities

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Trello + Follow Up Boss

Create notes in Follow Up Boss when cards are moved to a new list in Trello

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Trello + Follow Up Boss

Update Trello cards when Follow Up Boss deal stages change

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Follow Up Boss + Trello

Update Trello cards when person stages change in Follow Up Boss

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Follow Up Boss + Trello

Create Trello cards for new Follow Up Boss contacts
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Follow Up Boss + Trello
Create notes in Follow Up Boss for new Trello cards
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Trello + Follow Up Boss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Trello - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.

You’re connected!

Zapier seamlessly connects Follow Up Boss and Trello, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- 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
- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
- Return Limited Fields
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or 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 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
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
  Required
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Organization ID
  Required
- Board ID
  Required
- Name
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

For AI agents & developers

Use Follow Up Boss and Trello with AI agents and code

Beyond Zap workflows. Call Follow Up Boss and Trello actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Follow Up Boss and Trello actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Collaborators
Create Checklist Item in Card

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Follow Up Boss and Trello actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* follow-up-boss / trello action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Follow Up Boss and Trello

Track new appointments in Trello

When a new appointment is created in Follow Up Boss, Zapier creates a new Trello card in a specified list. This helps business owners track and manage appointments visually, ensuring no important meetings or deadlines are overlooked.

Business Owner

Try it

Notify marketing about new tagged contacts

When a tag is added to a contact in Follow Up Boss, Zapier sends a notification or creates a card in Trello for the marketing team. This ensures new leads or special situations get the right attention promptly.

Marketing & Marketing Ops

Try it

Move deals to Trello lists by stage

When a deal stage is updated in Follow Up Boss, Zapier moves a relevant Trello card to the appropriate list. This keeps your sales pipeline visible and ensures sales teams stay on top of changing priorities.

Sales Ops

Try it

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Follow Up Boss + Trello integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Trello

How do I connect Follow Up Boss to Trello using Zapier?

To connect Follow Up Boss to Trello through our platform, you'll need to create a Zap. Start by selecting Follow Up Boss as your trigger app and choose a specific trigger event, such as 'New Contact Added.' Next, select Trello as your action app and configure an action like 'Create Card' or 'Add Checklist Item' in response.

Can I automate moving Trello cards when a deal closes in Follow Up Boss?

Yes, you can automate this process. Set up a Zap where the trigger event is 'Deal Closed' in Follow Up Boss. Your action can then be designated in Trello to move the corresponding card to a different list, such as from 'In Progress' to 'Completed.'

Is it possible to create a checklist in Trello when I assign an agent in Follow Up Boss?

Absolutely! You can establish a Zap with the trigger being 'Agent Assigned' in Follow Up Boss. The subsequent action would be creating or updating a checklist within the specified Trello card.

Can Zapier update existing Trello cards based on Follow Up Boss activities?

Yes, our platform allows updates to existing Trello cards. You can set triggers like 'Note Added' or 'Task Completed' in Follow Up Boss and use these events to update specific fields or labels on existing Trello cards.

What happens if there's an error during the integration process?

If an error occurs during the integration process, we typically send a notification via email detailing the issue. You'll also see any errors listed within your dashboard under Zap history with troubleshooting steps available for resolution.

Can I customize which details are transferred from Follow Up Boss to Trello?

Yes, you can customize data transfer by mapping specific fields from Follow Up Boss onto fields inside your chosen action in Trello. This ensures that only the relevant information flows between platforms as per your needs.

Are there limits on the number of Zaps I can create between these platforms?

The number of Zaps you can create is primarily determined by your subscription plan with us. Each plan has different thresholds for Zaps and tasks per month.

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Connect Follow Up Boss and Trello to power AI-driven automation

Launch your first automated workflow

Create Trello cards for new Follow Up Boss deals

Create notes in Follow Up Boss for new Trello cards with added labels

Create new Follow Up Boss inquiries or website events from Trello activities

Create notes in Follow Up Boss when cards are moved to a new list in Trello

Update Trello cards when Follow Up Boss deal stages change

Update Trello cards when person stages change in Follow Up Boss

Create Trello cards for new Follow Up Boss deals

Create notes in Follow Up Boss for new Trello cards with added labels

Create new Follow Up Boss inquiries or website events from Trello activities

Create notes in Follow Up Boss when cards are moved to a new list in Trello

Update Trello cards when Follow Up Boss deal stages change

Update Trello cards when person stages change in Follow Up Boss

Create Trello cards for new Follow Up Boss contacts

Create notes in Follow Up Boss for new Trello cards

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Follow Up Boss and Trello with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Follow Up Boss and Trello

Track new appointments in Trello

Notify marketing about new tagged contacts

Move deals to Trello lists by stage

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate Trello on the Zapier blog

How to create Miro widgets from new Trello cards

How to create a Trello card from a saved Slack message

How to use Trello for time tracking

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + Trello integrations

Connect Follow Up Boss to Trello on the world's largest no-code automation platform