What can I automate with Follow Up Boss?

Start a workflow or agent when New People, Updated People or People Deleted happens in Follow Up Boss, then Add Call, Find Call or Create Text Message, alongside 200+ other apps.

Can an AI agent update Follow Up Boss?

Yes, when you add Follow Up Boss actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Follow Up Boss action I need isn't listed?

Call the Follow Up Boss API from any REST API step. On the Enterprise plan, talk to us about adding it.

Sales & CRM

Follow Up Boss integration

Start workflows and AI agents from Follow Up Boss events, and let agents act in Follow Up Boss within the limits you set.

26 triggers
27 actions
MCP server

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Follow Up Boss triggers and actions

Every Follow Up Boss trigger and action you can use in Konnectify workflows and AI agents.

Trigger: New People
Receives a notification whenever a new person is created in Follow Up Boss.
Trigger: Updated People
Receives a notification whenever a person is updated in Follow Up Boss.
Trigger: People Deleted
Receives a notification whenever a person is deleted in Follow Up Boss.
Trigger: Notes Created
Receives a notification whenever a new note is created.
Trigger: Notes Updated
Receives a notification whenever a note is updated.
Trigger: Tasks Created
Receives a notification whenever a new task is created.
Trigger: Tasks Updated
Receives a notification whenever a task is updated.
Trigger: Tasks Deleted
Receives a notification whenever a task is deleted.
Trigger: Appointments Created
Receives a notification whenever a new appointment is created.
Trigger: Appointments Updated
Receives a notification whenever an appointment is updated.
Trigger: Appointments Deleted
Receives a notification whenever an appointment is deleted.
Trigger: Text Messages Created
Receives a notification whenever a new text message is created.
Trigger: Text Messages Updated
Receives a notification whenever a text message is updated.
Trigger: Text Messages Deleted
Receives a notification whenever a text message is deleted.
Trigger: Calls Created
Receives a notification whenever a new call log is created.
Trigger: Calls Updated
Receives a notification whenever a call log is updated.
Trigger: Deals Created
Receives a notification whenever a new deal is created.
Trigger: Deals Updated
Receives a notification whenever a deal is updated.
Trigger: Deals Deleted
Receives a notification whenever a deal is deleted.
Trigger: Emails Created
Receives a notification whenever a new email is created.
Trigger: Emails Updated
Receives a notification whenever an email is updated.
Trigger: Emails Deleted
Receives a notification whenever an email is deleted.
Trigger: Events Created
Receives a notification whenever a new event is created.
Trigger: Stage Created
Receives a notification whenever a new stage is created.
Trigger: Stage Updated
Receives a notification whenever a stage is updated.
Trigger: Stage Deleted
Receives a notification whenever a stage is deleted.
Action: Add Call
Logs a new call (incoming or outgoing) in Follow Up Boss.
Action: Find Call
Finds a call log based on its ID.
Action: Create Text Message
Logs a new text message (incoming or outgoing) in Follow Up Boss.
Action: Find Text Message
Finds a text message based on its ID.
Action: Create Note
Creates a new note for a person in Follow Up Boss.
Action: Update Note
Updates an existing note in Follow Up Boss.
Action: Find Note
Finds a note based on its ID.
Action: Delete Note
Permanently deletes a note from Follow Up Boss.
Action: Create Event
Creates a new event (with person, property, and campaign data) in Follow Up Boss.
Action: Find Event
Finds an event based on its ID.
Action: Create People
Creates a new person (contact) in Follow Up Boss.
Action: Update People
Updates an existing person (contact) in Follow Up Boss.
Action: Find People
Finds a person based on specific criteria.
Action: Delete People
Permanently deletes a person from Follow Up Boss.
Action: Create Deal
Creates a new deal in Follow Up Boss.
Action: Update Deal
Updates an existing deal in Follow Up Boss.
Action: Find Deal
Finds a deal based on its ID.
Action: Delete Deal
Permanently deletes a deal from Follow Up Boss.
Action: Create Appointment
Creates a new appointment in Follow Up Boss.
Action: Update Appointment
Updates an existing appointment in Follow Up Boss.
Action: Find Appointment
Finds an appointment based on its ID.
Action: Delete Appointment
Permanently deletes an appointment from Follow Up Boss.
Action: Create Task
Creates a new task in Follow Up Boss.
Action: Update Task
Updates an existing task in Follow Up Boss.
Action: Find Task
Finds a task based on its ID.
Action: Delete Task
Permanently deletes a task from Follow Up Boss.
Action: Find User
Finds a user based on their ID.

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Use Follow Up Boss in an AI agent

Add any Follow Up Boss action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect Follow Up Boss with other apps

See what you can automate between Follow Up Boss and another app, with workflows and AI agents.

Which app do you want to connect with Follow Up Boss?

Follow Up Boss

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Follow Up Boss and AI

Add AI steps to Follow Up Boss workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Follow Up Boss + ChatGPT Follow Up Boss + Claude Follow Up Boss + Gemini
Use Follow Up Boss actions from Claude or ChatGPT
Expose the Follow Up Boss actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Follow Up Boss with 26 triggers and 27 actions, which you can use in workflows, AI workflows and AI agents.

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