Connect Eva Gifting Assistant (EvaBot) and Follow Up Boss to unlock the power of automation

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Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Eva Gifting Assistant (EvaBot) to Follow Up Boss with a Zapier template.

Our most popular template

Send gifts with Eva Gifting Assistant (EvaBot) when new tags are added to contacts in Follow Up Boss
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Follow Up Boss + Eva Gifting Assistant (EvaBot)

Send gifts with Eva Gifting Assistant (EvaBot) when new tags are added to contacts in Follow Up Boss

Details

Try it

Follow Up Boss + Eva Gifting Assistant (EvaBot)

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Eva Gifting Assistant (EvaBot) with Follow Up Boss - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Gift Accepted" from Eva Gifting Assistant (EvaBot).

Add your action

An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.

You’re connected!

Zapier seamlessly connects Eva Gifting Assistant (EvaBot) and Follow Up Boss, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Gift Accepted
Triggers when a new gift is accepted.
Trigger
Polling
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- Campaign List
  Required
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Event Date
  Required
- Price
  Required
Action
Write
- Sender's Email [Only Required for Teams -- Make Sure The Gift Sender Is Registered Under Your Team In EvaBot]
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Reference Number
- Occasion
  Required
- Price
  Required
- Recipient's Address Line 1
- Recipient's Address Line 2
- Recipient's City
- Recipient's State/Province/Region
- Recipient's Postal Code/ZIP
- Recipient's Country
Action
Write
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 ID
  Required
- Team Member(s)
Action
Write

- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Gift Delivered
Triggers when a new gift is delivered.
Trigger
Polling
Try It
- Mailer Campaign List
  Required
- Recipient's Name
  Required
- Event Date
  Required
- Recipient's Address Line 1
  Required
- Recipient's Address Line 2
  Required
- Recipient's City
  Required
- Recipient's State/Province/Region
  Required
- Recipient's Postal Code/ZIP
  Required
- Recipient's Country
Action
Write
- Recipient's Email
  Required
- Option List
  Required
Action
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Eva Gifting Assistant (EvaBot) and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Follow Up Boss on the Zapier blog

Make work flow with AI

Level up your Eva Gifting Assistant (EvaBot) to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Eva Gifting Assistant (EvaBot)

Eva helps you easily send personalized client gifts for closings, birthdays, house-anniversaries. Connect with a CRM to automate client gifting today.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Eva Gifting Assistant (EvaBot) and Follow Up Boss to unlock the power of automation

Set up your first integration

Send gifts with Eva Gifting Assistant (EvaBot) when new tags are added to contacts in Follow Up Boss

Send gifts with Eva Gifting Assistant (EvaBot) when new tags are added to contacts in Follow Up Boss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Eva Gifting Assistant (EvaBot) and Follow Up Boss to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Make work flow with AI

Connect Eva Gifting Assistant (EvaBot) to Follow Up Boss on the world's largest no-code automation platform