New People Create Message
Receives a notification whenever a new person is created in Follow Up Boss.
Follow Up Boss New People to Claude Create Message (with Attachments)
How this workflow works
Step 1
New People•Follow Up Boss
Receives a notification whenever a new person is created in Follow Up Boss.
Step 2
Create Message (with Attachments)•Claude
Sends a prompt to a Claude model along with zero or more attachments — images (PNG/JPEG/GIF/WEBP), PDFs, or plain text/CSV/JSON/Markdown files — supplied as a Base64 string, a Base64 array, an attachment object, or a URL array. Attachments are normalized into Claude's Messages API content blocks automatically. Claude's API does not accept Word/Excel/PowerPoint files directly; convert these to PDF first.
New People
Follow Up Boss
Create Message (with Attachments)
Claude
Connect Follow Up Boss + Claude to Automate these Workflows
New People Create Message (with Attachments)
Receives a notification whenever a new person is created in Follow Up Boss.
Updated People Create Message
Receives a notification whenever a person is updated in Follow Up Boss.
Updated People Create Message (with Attachments)
Receives a notification whenever a person is updated in Follow Up Boss.
People Deleted Create Message
Receives a notification whenever a person is deleted in Follow Up Boss.
People Deleted Create Message (with Attachments)
Receives a notification whenever a person is deleted in Follow Up Boss.
Notes Created Create Message
Receives a notification whenever a new note is created.
Notes Created Create Message (with Attachments)
Receives a notification whenever a new note is created.
Notes Updated Create Message
Receives a notification whenever a note is updated.
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