Follow Up Boss + Nekst

Update Nekst contacts when Follow Up Boss stages are updated

Make the process of following up on potential clients more efficient by instantly creating a new contact in Nekst when a person's stage is updated in Follow Up Boss. This automation helps you save time and ensures you never miss an important follow-up in your real estate business. Capitalize on every change in client status with this straightforward workflow, making sure all details are promptly handed off to Nekst for precise contact management.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create a Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact Note
Triggers when a contact note is updated.
Trigger
Instant
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New Email Sent
Triggers when a new email is sent to a contact.
Trigger
Instant
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New Transaction Assignment
Triggers when a contact is assigned to a transaction.
Trigger
Instant
Try It
New Transaction
Triggers when a new transaction is launched.
Trigger
Instant
Try It
Deleted Transaction Note
Triggers when a transaction note is deleted.
Trigger
Instant
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Updated Transaction Status
Triggers when a transaction status is updated.
Trigger
Instant
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Updated Transaction
Triggers when a transaction is updated.
Trigger
Instant
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- ContactRequired
- Note TextRequired
Action
Write
- Contact IDRequired
Action
Write
- Note IDRequired
Action
Write
- Note IDRequired
- Note TextRequired
Action
Write
- Transaction IDRequired
- NameRequired
- StatusRequired
- Start DateRequired
- End DateRequired
- On Start Date UpdatedRequired
- On End Date UpdatedRequired
Action
Write
- Transaction IDRequired
- StatusRequired
Action
Write
- Contact IDRequired
Action
Search
- ContactRequired
Action
Search
- Note IDRequired
Action
Search
- Email or NameRequired
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
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
Deleted Contact Note
Triggers when a contact note is deleted.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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New SMS Sent
Triggers when a new SMS is sent to a contact.
Trigger
Instant
Try It
Deleted Transaction Assignment
Triggers when a contact is unassigned from a transaction.
Trigger
Instant
Try It
New Transaction Note
Triggers when a new transaction note is created.
Trigger
Instant
Try It
Updated Transaction Note
Triggers when a transaction note is updated.
Trigger
Instant
Try It
Updated Transaction Type
Triggers when a transaction type is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Primary Email
- Alternate Email
- Company Name
- Website
Action
Write
- TransactionRequired
- Note TextRequired
- Add to Client Portal
Action
Write
- Note IDRequired
Action
Write
- Contact IDRequired
- First NameRequired
- Last NameRequired
- Primary Email
- Alternate Email
- Company Name
- Website
Action
Write
- Primary EmailRequired
- First NameRequired
- Last NameRequired
- Alternate Email
- Company Name
- Website
Action
Write
- Note IDRequired
- Note TextRequired
- Add to Client Portal
Action
Write
- Transaction NameRequired
Action
Search
- Note IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search

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

About Nekst

Nekst lets real estate agents and transaction coordinators create systems to manage transactions by creating high-powered action plans.

Related categories

Task Management

Follow Up Boss + Nekst

Update Nekst contacts when Follow Up Boss stages are updated

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 Contact

New Contact Note

Updated Contact Note

New Email Sent

New Transaction Assignment

New Transaction

Deleted Transaction Note

Updated Transaction Status

Updated Transaction

Create a Contact Note

Delete Contact

Delete a Transaction Note

Update a Contact Note

Update a Transaction

Update a Transaction Status

Find Contact by ID

Find Contact Notes

Find Transaction Note by ID

Find Contacts by Email or Name

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

Deleted Contact

Deleted Contact Note

Updated Contact

New SMS Sent

Deleted Transaction Assignment

New Transaction Note

Updated Transaction Note

Updated Transaction Type

Create a Contact

Create a Transaction Note

Delete a Contact Note

Update a Contact

Update or Create Contact

Update a Transaction Note

Find Transaction by Name

Find Contact Note by ID

Find Transaction by ID

Find Transaction Notes

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Nekst

Related categories