Call Tools PCC + Follow Up Boss

Create Follow Up Boss tasks from new calendar events in Call Tools PCC

This Zapier template will start when a new calendar event is created in Call Tools, automatically pushing it to a team member of your choice in FollowUpBoss, and creating a task from them. This then allows you to include additional information or other details to members outside of your Call Tools team, without the need for duplicate data entry work.

When this happens...
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
TriggerInstant
automatically do this!
Create Task
Create a task for a contact.
ActionWrite

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Supported triggers and actions

New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
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New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Trigger
Instant
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New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
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New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
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Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
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- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
- Tag IDRequired
Action
Write
- Contact IDRequired
Action
Write
- Calendar Event Type IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Tag IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone NumberRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Trigger
Instant
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New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Trigger
Instant
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New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
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New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
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New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
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New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Trigger
Instant
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New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Trigger
Instant
Try It
- Bucket IDRequired
- Contact IDRequired
Action
Write
- EntryRequired
- Scrub Existing Contacts
Action
Write
- Contact IDRequired
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
Action
Write
- Call Disposition IDRequired
Action
Search
- Contact Disposition IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Phone Number IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
Action
Search
- Phone NumberRequired
- Contact ID
Action
Search
- Phone NumberRequired
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- 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

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

Learn more

Related categories

Phone & SMS

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

Related Zap Templates

Add tags to Follow Up Boss contacts and create new contacts in Call Tools PCC

Create or update Follow Up Boss contacts when new Call Tools PCC call disposition events occur

Apply action plans to contacts in Follow Up Boss for new call disposition events in Call Tools PCC

Call Tools PCC + Follow Up Boss

Create Follow Up Boss tasks from new calendar events in Call Tools PCC

New Calendar Event

New Call Disposition Event

New Contact

New Email

New Goal Achievement

New Opportunity

New SMS

New Connector Button Click

Create Contact

Tag a Contact

Update Contact Do Not Contact

Get Calendar Event Type by ID

Get Contact by ID

Get Last Note by Contact ID

Get All Notes Summarized by Contact Id

Get Tag by ID

Get User Custom Settings

Search Contacts by Phone Number

Find or Create Contact

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)

New Phone Call

New Support Case

New Contact Disposition Event

New Email Address

New Note

New Phone Number

New Contact Tag Event

Bucket a Contact

Create Do Not Contact Entry

Update Contact

Update Contact Set Ready

Get Call Disposition by ID

Get Contact Disposition by ID

Get All Notes by Contact ID

Get Phone Number Object by ID

Get User by ID

Search Contacts

Search Phone Number Objects by Phone Number

Find or Create Contact

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

About Call Tools PCC

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates