How to connect SMS by Zapier + Follow Up Boss + Trello
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Do even more with SMS by Zapier + Follow Up Boss + Trello
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 SMS by Zapier, Follow Up Boss, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
- Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.Action
- New AppointmentFires when a new appointment is created in Follow Up Boss.Trigger
- New DealFires when a new deal is created in Follow Up Boss.Trigger
- Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.Trigger
- New ContactFires when a new contact is created in Follow Up Boss.Trigger
- Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.Trigger
- Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.Trigger
- Add CollaboratorsAdds selected users as collaborated on a given contact.Action
- Follow Up Boss
Adds tags to a contact.
Scheduled
Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
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.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
- Trello
Triggers when a new board is added.
Scheduled
Trigger
- Trello
Triggers when a new card is added.
Scheduled
Trigger
- Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
- Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
- Trello
Triggers when there is activity in Trello.
Instant
Trigger
- Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
- Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
- Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
- Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
- Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
- Trello
Triggers when a new member joins a board.
Scheduled
Trigger
- Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
- Trello
Creates a new checklist item in a card.
Scheduled
Action
- Trello
Creates a new board.
Scheduled
Action
- Trello
Adds a new card on a specific board and list.
Scheduled
Action
- Trello
Archives a card.
Scheduled
Action
- Trello
Adds one or more attachments to a specific card.
Scheduled
Action
- Trello
Adds an existing label to a specific card.
Scheduled
Action
- Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
- Trello
Adds one or more members to a specific card.
Scheduled
Action
- Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
- Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
- Trello
Closes a board without permanently deleting it.
Scheduled
Action
- Trello
Writes a new comment on a specific card.
Scheduled
Action
- Trello
Completes an existing checklist item in a card.
Scheduled
Action
- Trello
Creates a copy of an existing board.
Scheduled
Action
- Trello
Deletes an existing checklist on a card.
Scheduled
Action
- Trello
Adds a new label on a specific board.
Scheduled
Action
- Trello
Adds a new list on a specific board.
Scheduled
Action
- Trello
Removes an existing label from a card.
Scheduled
Action
- Trello
Finds a label on a particular board by name.
Scheduled
Action
- Trello
Finds a list on a particular board by name.
Scheduled
Action
- Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
- Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
- Trello
Finds a board in your Trello organization by name.
Scheduled
Action
- Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
- Trello
Finds a member in your Trello organization by name.
Scheduled
Action
- Trello
Finds or creates a specific board label.
Scheduled
Action
- Trello
Finds or creates a specific board list.
Scheduled
Action
- Trello
Finds or creates a specific checklist.
Scheduled
Action
- Trello
Finds or creates a specific organization board.
Scheduled
Action
- Trello
Finds or creates a specific organization card.
Scheduled
Action
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How SMS by Zapier + Follow Up Boss + Trello Integrations Work
- Step 1: Authenticate SMS by Zapier, Follow Up Boss, and Trello.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.
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