Follow Up Boss + Procore
Create Procore projects for new Follow Up Boss contacts
Efficiently manage your construction contacts and projects with this workflow. When a new contact is added in Follow Up Boss, a project will be created in Procore, ensuring all relevant information is readily available in both systems. Stay organized and save time by streamlining your construction project management process with this automation.
Efficiently manage your construction contacts and projects with this workflow. When a new contact is added in Follow Up Boss, a project will be created in Procore, ensuring all relevant information is readily available in both systems. Stay organized and save time by streamlining your construction project management process with this automation.
- When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectThis is a hidden trigger, and is used in a Dynamic Dropdown within this app
ActionWriteCreate a new record or update an existing record in your app.
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
MessageRequired
Subject
Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Phone NumberRequired
TypeRequired
Note
Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
Event TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Folder
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Incident DescriptionRequired
Incident Event Date
Distribution Member IDs
Is Private?
Is Recordable?
StatusRequired
Is Time Unknown?
Incident TitleRequired
Contributing Behavior ID
Contributing Condition ID
Hazard ID
Location ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
First NameRequired
Last NameRequired
Is EmployeeRequired
Employee IdRequired
Origin IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Change Event StatusRequired
Change Order Change Reason
Event ScopeRequired
Event Type
Rfi
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NameRequired
Address
City
State Code
Zip
Country Code
Business Phone
Mobile Phone
Fax Number
Email Address
Is Active
Authorized Bidder
Prequalified
Labor Union
License Number
Website
Union Member
Non Union Prevailing Wage
Abbreviated Name
Notes
Vendor Group Id
Primary Contact Id
Origin Id
Origin Data
Origin Code
Affirmative Action
Small Business
African American Business
Hispanic Business
Womens Business
Historically Underutilized Business
Sdvo Business
Certified Business Enterprise
Asian American Business
Native American Business
Disadvantaged Business
Minority Business Enterprise
Eight A Business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
CodeRequired
NameRequired
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Parent Folder
FileRequired
Description
Is Tracked
Explicit Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Drawing SetRequired
Drawing AreaRequired
DrawingRequired
NameRequired
Drawing Number Contains Revision
Drawing Date
Received Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
TemplateRequired
NameRequired
Number
Description
Inspection Date
Point Of Contact
Inspectee
Personal
Responsible Contractor
Spec Section
Status
Trade
Inspectors
Spec Location
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Date
Notes
Num Workers
Num Hours
Contact Id
User Id
Cost Code Id
Location Id
Trade Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NameRequired
Total Value
Project Number
Description
Active
Address
City
State Code
Zip
Country Code
Phone
Estimated Start Date
Estimated Completion Date
Warranty Start Date
Warranty End Date
Flag
Office
Public Notes
Project Stage
Project Type
Project Region
Project Template
Project Bid Type
Program
Square Feet
Copy From Standard Cost Code List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Vendor
Assignee
Bill To Address
Delivery Date
Description
Executed
Number
Payment Terms
Private
Retainage Percent
Ship To Address
Ship Via
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NumberRequired
Title
Actual Delivery Date
Confirmed Delivery Date
Cost Code
Description
Design Team Review Time
Distribution Members
Due Date
Internal Review Time
Issue Date
Lead Time
Location
Private
Received Date
Required On Site Date
Responsible Contractor
Revision
Specification Section
Status
Sub Job
Submit By
Submittal Manager
Custom Textarea 1
Custom Textfield 1
Attachment IdRequired
Attachment FilenameRequired
Attachment UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Description
Due Date
StatusRequired
Private
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Incident IdRequired
Description
Status
Title
Event Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
MeetingRequired
OverviewRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Contract IdRequired
Actual Completion Date
Contract Estimated Completion Date
Contract Start Date
Description
Exclusions
Executed
Inclusions
Number
Private
Retainage Percent
Signed Contract Received Date
Status
Title
Vendor Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Procore CompanyRequired
Procore ProjectRequired
Incident IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore CompanyRequired
Procore ProjectRequired
Project Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore Company
Procore Project
Submittal
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
PipelineRequired
StageRequired
Team Member(s)Required
Description
Price
Commission
Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
TypeRequired
Assigned ToRequired
Due
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompanyRequired
ProjectRequired
Drawing AreaRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
First NameRequired
Last NameRequired
Is EmployeeRequired
Employee IdRequired
ActiveRequired
Origin IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Date
Description
Start Hour
Start Minute
End Hour
End Minute
Subject From
Subject To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First Name
Last NameRequired
Email AddressRequired
Job Title
Address
City
State Code
Zip
Country Code
Business Phone
Business Phone Extension
Mobile Phone
Fax Number
Email Signature
Is Active
Is Employee
Employee Id
Origin Id
Vendor Id
Notes
Initials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Sub Job
Standard Cost Code ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
VendorRequired
TradeRequired
Date
Notes
Apprentice Hours
Number Of Apprentice Workers
Foreman Hours
Number Of Foreman Workers
Journeyman Hours
Number Of Journeyman Workers
Number Of Other Workers
Other Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Parent
Is Tracked
Explicit Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Image NameRequired
Image CategoryRequired
FileRequired
Private
Source
Image Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NumberRequired
TitleRequired
StatusRequired
Instruction TypeRequired
Description
Instruction From
Date Received
Schedule Impact StatusRequired
Schedule Impact Value
Cost Impact StatusRequired
Cost Impact Value
Private
Attentions
Distribution Members
Trades
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Item TypeRequired
NameRequired
Description
Assignee
Due Date
Number
Personal
Priority
Status
Trade
Observation Location
Attachment Item
Attachment Item Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Description
Due
Position
Priority
Private
Status
Date Initiated
Schedule Impact
Schedule Impact Days
Reference
Cost Impact
Cost Impact Amount
Trade Id
Punch Item Type Id
Login Information Ids
Location Id
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
SubjectRequired
Rfi ManagerRequired
Question BodyRequired
Attachments
Reference
AssigneesRequired
Draft
Due Date
Rfi Submitted By
Responsible Contractor
Distributions
Number
Private
Schedule Impact Status
Schedule Impact Value
Cost Impact Status
Cost Impact Value
Rfi Location
Drawing Number
Specification Section
Cost Code
Custom Textfield 1
Custom Textfield 2
Attachment Id
Attachment Name
Attachment Url
Can Be Viewed
Filename
Viewable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Hours
Lunch Time
Party Id
Time In
Time Out
Billable
Date
Datetime
DescriptionRequired
Timecard Time Type Id
Timesheet Id
Cost Code IdRequired
Sub Job Id
Location Id
Login Information Id
Origin Id
Origin Data
Line Item Type Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Manpower LogRequired
Date
Notes
Num Workers
Num Hours
Contact
User
Cost Code
Log Location
Trade
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Submittal IdRequired
Required On Site DateRequired
NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Description
Actual Completion Date
Contract Estimated Completion Date
Contract Start Date
Exclusions
Executed
Inclusions
Invoice Contact Users
Private
Retainage Percent
Signed Contract Received Date
Status
Vendor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Procore Company
Procore Project
Document
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore Project
Project Scheduled Task
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore CompanyRequired
Procore ProjectRequired
Timesheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Follow Up Boss
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