Follow Up Boss + PostGrid Print & Mail

Create letters in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss

When you add a tag to a contact in Follow Up Boss, this automation ensures immediate engagement by creating a personalized letter in PostGrid Print & Mail. This workflow keeps your customer communication consistent, reduces manual work, and ensures no contact is left unattended. It's perfect for businesses looking to streamline their customer outreach process and maintain a high level of personalized interaction.

When this happens...
Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Create Letter
Creates a Letter.
ActionWrite

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Supported triggers and actions

What does this mean?

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
New Cheque
Triggers when a new cheque is created.
Trigger
Scheduled
Try It
New Postcard
Triggers when a new postcard is created.
Trigger
Scheduled
Try It
- Description
- First Name
- Last Name
- Company Name
- Job Title
- Email
- Phone Number
- Address Line 1Required
- Address Line 2
- City
- Province or State
- Postal or ZIP Code
- Country CodeRequired
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
- Description
- SizeRequired
- Front HTML
- Back HTML
- PDF URL
- Mailing Class
- Send Date
- Metadata
Action
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
New Letter
Triggers when a new letter is created.
Trigger
Scheduled
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender AddressRequired
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender CountryRequired
- Description
- Bank AccountRequired
- Cheque Number
- AmountRequired
- Memo
- Message
- Letter PDF URL
- Letter HTML
- Letter Size
- Currency Code
- Mailing Class
- Send Date
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender AddressRequired
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender CountryRequired
- HTML
- PDF URL
- Return Envelope
- EnvelopeRequired
- Address Placement
- ColorRequired
- Double sidedRequired
- Letter Size
- Extra Service
- Mailing Class
- Perforate First Page
- Send Date
- Description
- Metadata
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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About PostGrid Print & Mail

PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Related Zap Templates

Generate postcards in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss

Create new contacts in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss

Follow Up Boss + PostGrid Print & Mail

Create letters in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

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

Create Note

Subject

Message is HTML

Log Call

Note

Call Duration

Reassign Agent

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

New Cheque

New Postcard

Create Contact

Description

First Name

Last Name

Company Name

Job Title

Email

Phone Number

Address Line 2

City

Province or State

Postal or ZIP Code

Create Postcard

Recipient First Name

Recipient Last Name

Recipient Company Name

Recipient Address 2

Recipient City

Recipient Province or State

Recipient Postal or ZIP Code

Sender First Name

Sender Last Name

Sender Company Name

Sender Address

Sender Address 2

Sender City

Sender Province or State

Sender Postal or ZIP Code

Sender Country

Description