Follow Up Boss + SiteCapture

Create new SiteCapture projects when deal stages are updated in Follow Up Boss

Streamline your real estate workflow with this time-saving process. When a deal stage in Follow Up Boss is updated, it prompts the creation of a new project in SiteCapture. This seamless transfer of information helps keep your tasks organized, ensuring that every deal stage update promptly initiates the necessary response in SiteCapture. Keep your projects up-to-date and never miss a step with this efficient system.

When this happens...
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Project
Action to create a new project.
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
- Template Key
- StatusRequired
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Report Type
Trigger
Instant
Try It
- Project IdRequired
- User IdRequired
- Notify User
- Remove Previous Assignee Access
Action
Write
- Project IdRequired
Action
Write
- Project IdRequired
- Send initial Email
- Send Email Reminders
Action
Write
- KeyRequired
Action
Search
- Project IDRequired
- Capture timestamp on the photos
- Only include original photos
- Have the photo organized into folders
- Include a csv containing project data in the zip
Action
Search
- IdRequired
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Needed Field keys in field groups
Action
Search
- IdRequired
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
- Project IdRequired
Action
Write
- Template KeyRequired
- Container Project Id
Action
Write
- Project IdRequired
Action
Write
- Project IdRequired
- Due date
- Status
- Fields
Action
Write
- Project IDRequired
Action
Search
- Project IDRequired
Action
Search
- Project 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 SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

Learn more

Related categories

Project Management

Follow Up Boss + SiteCapture

Create new SiteCapture projects when deal stages are updated in Follow Up Boss

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)

Project Status Updated Webhook

Assign Project

Get Project Documents

Send Project URL to Recipient

Company by Key

Get Project Images

Project by Id

User by Id

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

Archive Project

Create Project

Get Project Fields

Update Project

Get Project Field Values

Get Project Media Metadata

Report URL by Project Id

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About SiteCapture

Related categories