Follow Up Boss + Zapier Interfaces

Create notes in Follow Up Boss from new form submissions in Zapier Interfaces

When a new form completion occurs in the Zapier Interfaces app, this workflow instantly generates a note in the Follow Up Boss app for effective task management. This process ensures immediate documentation of new information, allowing you to remain abreast of user inputs and prioritize actions more efficiently. With this handy automation, you can concentrate on the crucial aspects of your business, saving precious time and enhancing productivity.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create Note
Creates a note on a contact
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- InterfaceRequired
- PageRequired
- ButtonRequired
Trigger
Instant
Try It
- InterfaceRequired
Trigger
Instant
Try It
- InterfaceRequired
Trigger
Instant
Try It
- InterfaceRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
Try It
- InterfaceRequired
- Email AddressRequired
Action
Write

- InterfaceRequired
- Email AddressRequired
- NameRequired
Action
Search or write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It

New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- 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

- InterfaceRequired
- PageRequired
- Block Type
Trigger
Instant
Try It
- InterfaceRequired
- PageRequired
- FormRequired
Trigger
Instant
Try It
Interface Created
Triggers when a new Interface is created.
Trigger
Instant
Try It
- InterfaceRequired
- NameRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
- Email AddressRequired
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- 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

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

About Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Learn more

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

"create new Follow Up Boss inquiries or website events from new Zapier Interfaces form submissions"

Create or update Follow Up Boss contacts from new Zapier Interfaces form submissions

Follow Up Boss + Zapier Interfaces

Create notes in Follow Up Boss from new form submissions in Zapier Interfaces

Button Clicked

User Created

Page Created

Stripe Payment Processed

Remove User

Find or Create User.

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

Block Created

Form Submission Created

Interface Created

Create User

Find User

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)

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Zapier Interfaces

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates