Follow Up Boss + LearningSuite
Create LearningSuite members for new Follow Up Boss contacts
Streamline your onboarding process by connecting Follow Up Boss and LearningSuite with this efficient workflow. When you add a new contact in Follow Up Boss, it automatically creates a member in LearningSuite, saving time and ensuring consistency. Eliminate manual data entry and help your new members begin their learning journey faster with this seamless integration.
Streamline your onboarding process by connecting Follow Up Boss and LearningSuite with this efficient workflow. When you add a new contact in Follow Up Boss, it automatically creates a member in LearningSuite, saving time and ensuring consistency. Eliminate manual data entry and help your new members begin their learning journey faster with this seamless integration.
- When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create MemberCreates a Member with Email, Firstname and Lastname and sends out the Login information to the Member
ActionWriteCreate a new record or update an existing record in your app.
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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.
Bundle Created
Triggers when a new Bundle has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Community Area
Triggers when a new community area is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Approved
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroup Created
Triggers when a new Group has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCourse
Module
Lesson
Test User
Test Course
Test Module
Test Lesson
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Feedback
Triggers when a user submits a new feedback
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Not Logged in for DaysRequired
Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroupRequired
BundlesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Community Badge IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
CoursesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community Post IDRequired
Author User IDRequired
Answer to Comment ID
Comment TextRequired
Enable Webhook Triggering
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub TitleRequired
Internal NameRequired
TemplateRequired
Sort IndexRequired
PublishRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
Immediately Publish Course
Lesson sorting position
NameRequired
Video Url
HTML content
Thumbnail URL
Timestamp in Seconds to Generate the thumbnail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PopupRequired
MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Area ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Include Progress
CourseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Include Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
UserRequired
New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Include Groups
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
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 appArea ID
Forum ID
Mentioned User IDs
Test Post ID
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Community Badge
Triggers when a new community badge is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Publish Status
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Course Progress AboveRequired
Course
Test Course
Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup ID
Test User ID
Interaction Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group ID
Test User ID
Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Created
Triggers when a new user has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMemberRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Id
Bundles
Access Given Override
Access Until Override
Unlimited Access
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
Access Date (Default = now)
Disable Course Access Notification Email
Login Link in Course Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Include never logged in members
Limit
Include Groups
Days not logged in
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Published Courses
Get all published courses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
CourseRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Community Badge IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
PopupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First name
Last name
Phone
About
Position
City
Enabled
UserRequired
Email
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
Include Users
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
