Follow Up Boss + Smartsheet + Trello Integrations
How to connect Follow Up Boss + Smartsheet + Trello
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Do even more with Follow Up Boss + Smartsheet + Trello
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Follow Up Boss, Smartsheet, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
MessageRequired
Subject
Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Phone NumberRequired
TypeRequired
Note
Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspace NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
RowRequired
TitleRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source FolderRequired
Destination FolderRequired
New Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
New NameRequired
What to Include?
Skip Remap
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Choose a Destination SheetRequired
Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
TemplateRequired
Copy Cells?Required
Copy Attachments?Required
Copy Discussions?Required
Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es)Required
Choose RowRequired
Email Subject
Message
CC Me?
Include Attachments ?
Include Discussions ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es) to Share ToRequired
Access LevelRequired
Notify via Email?Required
Email Subject
Message
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sheet IDRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board ID
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
From List ID
Card IDRequired
To Board ID
To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
NameRequired
Organization ID
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
PipelineRequired
StageRequired
Team Member(s)Required
Description
Price
Commission
Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
TypeRequired
Assigned ToRequired
Due
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUpdated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SheetRequired
RowRequired
File AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Add Row to Top or Bottom
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Choose a Destination SheetRequired
Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SheetRequired
ColumnRequired
Parent Row
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
Sheet to CopyRequired
Copy Cells?Required
Copy Attachments?Required
Copy Discussions?Required
Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Row IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es)Required
FormatRequired
Email Subject
Message
CC Me?
Paper Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a WorkspaceRequired
Email Address(es) to Share ToRequired
Access LevelRequired
Notify via Email?Required
Email Subject
Message
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sheet IDRequired
QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Member IDRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label IDRequired
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Member ID(s)Required
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List IDRequired
NameRequired
Description
Label ID
Custom Labels
Card Position
Member ID(s)
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card ID
Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
List ID
Card IDRequired
SearchRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Follow Up Boss + Smartsheet + Trello Integrations Work
- Step 1: Authenticate Follow Up Boss, Smartsheet, and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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