Follow Up Boss + Paperform

Manage new Paperform submissions by creating inquiries or website events in Follow Up Boss

Boost your efficiency with this automation that sparks into action with each new form submission in Paperform. It swiftly relays your new inquiries or website events to Follow Up Boss, ensuring you never miss a potential lead or critical event. Keep your focus on growing your business, not manual data transfer, with this streamlined workflow.

When this happens...
New Form Submission
Triggers when a new submission is received for a form.
TriggerInstant
automatically do this!
New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- FormRequired
- CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
- Form Partial Submission IDRequired
Action
Write
- Form
- Form Submission IDRequired
Action
Write
- Space NameRequired
Action
Write

- FormRequired
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- FormRequired
- Form ProductRequired
- Name
- Price
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write

- FormRequired
- Form ProductRequired
- SoldRequired
Action
Write
- FormRequired
- Form Field TitleRequired
Action
Search
- Form IDRequired
- Form Field TitleRequired
Action
Search
- Space NameRequired
Action
Search
- Space NameRequired
- Space 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

- FormRequired
Trigger
Instant
Try It
- FormRequired
- Coupon CodeRequired
Action
Write
- FormRequired
- Form ProductRequired
Action
Write
- FormRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- FormRequired
- Coupon CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- FormRequired
- FieldRequired
- TitleRequired
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- FormRequired
- Form ProductRequired
- Available QuantityRequired
Action
Write
- SpaceRequired
- Space NameRequired
Action
Write
- Form TitleRequired
- Space
Action
Search
- FormRequired
- Form Product NameRequired
Action
Search
- FormRequired
- Form Product NameRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write
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