Follow Up Boss + Handwrytten

Create new contacts in Handwrytten when stages are updated in Follow Up Boss

Stay ahead in your client management by instantly creating a personalized touch through Handwrytten whenever there's an update in your Follow Up Boss contact list. This automation helps you keep up with your customer's journey by ensuring every change in your Follow Up Boss contact's stage results in a thoughtful note on Handwrytten. It saves time and effort, creating a seamless interaction with your contacts.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Contact
Creates a new address book entry for the Handwrytten address book. (Note: other zaps don't really use the address book, but the rest of Handwrytten does.).
ActionWrite

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Supported triggers and actions

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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Address List
Triggers when Recipient Addresses are needed.
Trigger
Polling
Try It
- Credit Card
Action
Write
- Card NameRequired
- Cover Image
- Header Type
- Footer Type
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Body Signature ID
- Sign Off
- Wishes Signature ID
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
Action
Write
- Address IDRequired
- First Name
- Last Name
- Business Name
- Address Line 1
- Address Line 2
- City
- State or Province
- Postal Code
- Country
- Birthday
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
- Credit Card
Action
Write
- First NameRequired
- Last Name
Action
Search

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
Empty Basket
Clears your basket.
Action
Write
- Order IDRequired
- Succeed On Not Found
Action
Write
- CampaignRequired
- Contact IDRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Send DateRequired
- Webhook URL
- Credit Card
Action
Write
- Image TypeRequired
- ImageRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Search or write

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