Follow Up Boss + Xero

Create and email Xero sales invoices for new Follow Up Boss contacts

Effortlessly manage your growing client base by streamlining the invoicing process with this automation. Every time a New Contact is added in Follow Up Boss, this workflow will send a sales invoice via email using Xero. Save time, minimize manual data entry, and ensure that you never miss sending an essential invoice to your newly-acquired clients.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Send Sales Invoice by Email
Send Sales Invoice by Email
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
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
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 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
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search

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 Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

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PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Xero

Create and email Xero sales invoices for 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 Bank Transaction

OrganizationRequired

New Contact

OrganizationRequired

New Payment

OrganizationRequired

Payment Type

New Quote

OrganizationRequired

Quote Status

New Sales Invoice

OrganizationRequired

Status

Updated Invoice

OrganizationRequired

Status

Create Bank Transaction

OrganizationRequired