FlippingBook + Follow Up Boss

Manage new FlippingBook leads by creating or updating contacts in Follow Up Boss without triggering action plans

Streamline your workflow between FlippingBook and Follow Up Boss. With this automation, each time a new lead is added in FlippingBook, it will create or update a contact in Follow Up Boss without triggering action plans. This process efficiently keeps your contact information updated and organized, allowing more focus on cultivating those leads.

When this happens...
New Lead
Triggers when a new lead is created via a lead capture form.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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Supported triggers and actions

New Flipbook
Triggers when a new flipbook is created.
Trigger
Instant
Try It
- Flipbook
- When opened
- When downloaded
- If not opened
Trigger
Instant
Try It
- PDF FileRequired
- Rename Flipbook
- Edit Flipbook Description
Action
Write
- Flipbook to be updatedRequired
- PDF FileRequired
- Rename Flipbook
- Edit Flipbook Description
Action
Write
- Flipbook TitleRequired
Action
Search

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

- Flipbook
Trigger
Instant
Try It
- Flipbook to be customizedRequired
- Set Password Protection Type
- Rename Flipbook
- Edit Flipbook Description
Action
Write
- Flipbook for which a trackable link will be createdRequired
- Trackable Link NameRequired
- Notification Channel
- When opened
- When downloaded
- If not opened
Action
Write
- Flipbook IDRequired
Action
Search
- Flipbook URLRequired
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

About FlippingBook

FlippingBook is a publishing app: it converts PDFs into flipbooks, lets you add videos and GIFs, share documents as links, and track them.

Learn more

Related categories

Documents

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

FlippingBook + Follow Up Boss

Manage new FlippingBook leads by creating or updating contacts in Follow Up Boss without triggering action plans

Supported triggers and actions

New Flipbook

New Trackable Link Event

Create Flipbook

Update Flipbook

Find Flipbook by Title

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 Lead

Customize Flipbook

Create Trackable Link

Find Flipbook by ID

Find Flipbook by Public URL

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About FlippingBook

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces