Google Sheets + Slack + Follow Up Boss Integrations
Google Sheets + Slack + Follow Up Boss Integrations
Zapier lets you send info between Google Sheets and Slack and Follow Up Boss automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Do even more with Google Sheets + Slack + Follow Up Boss
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Google Sheets, Slack, and Follow Up Boss. And don’t forget that you can add more apps and actions to create complex workflows.
Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User Name
Trigger on files created by a single user.
Shared
Trigger when files are shared with you. Please note that this will trigger on created files as well.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction
Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select
Use a Custom Valueand enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.Channel
Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User
Only triggers on reactions added by this user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Toggle to send to multiple users.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Fields left blank will be ignored.
Last Name
Fields left blank will be ignored.
Title
Fields left blank will be ignored.
Email
Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
User
Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
Sort By
Sort messages by their match strength or by their date. Default is score.
Sort Direction
Sort matching messages in ascending or descending order. Default is descending.
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
The leading
@is optionalReturn Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag nameRequired
The tag this should trigger on.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Tag(s)Required
Tag(s) to add to a contact (separate multiple with a comma)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
StageRequired
The new stage for this contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the deal
PipelineRequired
StageRequired
Team Member(s)Required
Description
Description of the deal
Price
The price associated with this deal (whole dollar amount, no decimals or symbols)
Commission
Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
Projected Close Date
The projected close date of this deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the task
TypeRequired
Assigned ToRequired
Due
When this task is due.
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to pause for the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Type of event occurred on the website. For lead capture forms use Registration type.
Message
Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Street Address
Street address of the property being viewed or inquired about.
City
City of the property being viewed or inquired about.
State/Province
State or province of the property being viewed or inquired about.
Zip/Postal Code
ZIP or postal code of the property being viewed or inquired about.
MLS Number
MLS number of the property being viewed or inquired about.
Price
Price of the property being viewed or inquired about.
Is for Rent?
Indicates if this is a rental property.
URL
Link to the property details page.
Type
Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
Bedrooms
Number of bedrooms.
Bathrooms
Number of bathrooms.
Area
Property square footage.
Lot Size
Lot size in arches.
Source
The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
Medium
The medium of the campaign, e.g. for an organic search the medium is "organic"
Term
The search terms entered by the contact
Content
The content of the campaign
Campaign
The name or identifier for this campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Follow Up Boss are located here https://api.followupboss.com/api-documentation/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
No Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Include Alias
Choose yes to trigger when someone creates a new name for an existing emoji.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Highlight Word
Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
Remind when?Required
Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
Remind who?
Pick a user to remind. If you pick no one, you will be reminded.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Slack will auto-link @names and #channels where applicable.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Leave empty to clear.
Status Emoji
Use any emoji that's available in your Slack team, with leading and trailing
:.If emoji is blank when text isn't,
:speech_balloon:is used by default. If both text and emoji are empty, your status will be cleared.Expiration Time
Provide a specific date & time for this status to expire. Statuses will not expire by default.
You can also specify a duration for this status by entering in a value like
in 60 minutes, for example. Check out other ways you can use this field here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
Api Docs Info
API docs for Slack are located here https://api.slack.com/methods
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
We search the normalized name, so don't worry about accents
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
The pipeline this should trigger on. (optional)
Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to apply to the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Price
The estimated sell/buy price for this person.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
MessageRequired
Message content of your note.
Subject
You can give your note a title or subject using this field.
Message is HTML
Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Phone NumberRequired
The phone number of the call to be logged.
TypeRequired
Whether the call was incoming or outgoing.
Note
The log message entered for this call.
Call Duration
Length of the call in seconds.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team MemberRequired
The team member that will be assigned to this contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How to connect Google Sheets + Slack + Follow Up Boss
- Step 1: Authenticate Google Sheets, Slack, and Follow Up Boss.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Google Sheets
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