Follow Up Boss + WordPress

Create new Follow Up Boss inquiries or website events from new WordPress users

Effortlessly capture every new WordPress user for follow-up interactions with this workflow. When a new user signs up on your WordPress site, their information is sent directly to Follow Up Boss, initiating a new inquiry or website event. This streamlines your process, ensuring every user gets timely attention without manual data entry. A perfect blend of efficiency and effectiveness.

When this happens...
New User
Triggers when a new user is created.
TriggerScheduled
automatically do this!
New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
ActionWrite

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Supported triggers and actions

- Status
Trigger
Scheduled
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- Post Status
- Post Type
Trigger
Scheduled
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Updated User
Triggers when a user is updated.
Trigger
Instant
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- FileRequired
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt Text
- Comment Status
- Ping Status
Action
Write
- Post TypeRequired
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Copy Search Keyword
- Search KeywordRequired
Action
Search

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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 Media
Triggers when a new media is uploaded.
Trigger
Scheduled
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- Post Types
- Post Statuses
- Trigger only when state changes?
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- Post TypeRequired
Action
Write
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- TitleRequired
Action
Search
- Copy Search Keyword
- Search KeywordRequired
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or ID

Follow Up Boss + WordPress

Create new Follow Up Boss inquiries or website events from new WordPress users

Supported triggers and actions

New Comment

New Post

Updated User

Upload Media

Update Post

API Request (Beta)

Find User

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)

New Media

Updated Post

New User

Create Post

Create User

Find Post

Find or Create User

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact