Follow Up Boss + Radius Agent

Create active clients in Radius Agent from updated person stages in Follow Up Boss

Keep your real estate client information seamlessly updated between Follow Up Boss and Radius Agent. With this workflow, whenever an individual's stage is updated in Follow Up Boss, a new active client is created in Radius Agent. This automatic process eliminates the need for manual duplication, saving you precious time and reducing the potential for errors. Make tracking of your clients' progress smoother by ensuring both platforms are always up-to-date.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Active Client
Creates a new active Client
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 Disqualified Lead
Triggers when a lead is disqualified.
Trigger
Scheduled
Try It
New Note
Triggers when a new note/activity is added to your lead.
Trigger
Scheduled
Try It
- Client Source
- Name
- Emails
- Phones
- Additional notes about client
- Client Type
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Sale Price
- Property Type
- Property country
- Transaction Type
- Minimum budget
- Maximum Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Requirement Neighbourhood
- Requirement City
- Requirement State
- Note
Action
Write
- Lead Email
- Phone Number
- Disqualification Reason
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 Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Trigger
Scheduled
Try It
New Qualified Lead
Triggers when a new lead is qualified.
Trigger
Scheduled
Try It
- Radius Assist vs Refer outRequired
- Lead Priority
- Lead Source
- Name
- Emails
- Phones
- Additional notes about client
- Lead Type
- Is Buyer Lead
- Is Seller Lead
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale Price
- Requirement City
- Requirement State
- Minimum budget
- Max Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Buyer property address
- Property name
- Property City
- Property state
- Zipcode
- Number of bedroom
- Number of bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale price
- Note
- Assign to
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 Radius Agent

Radius Agent qualifies leads using the assist program to help you close deals.

Related categories

CRM (Customer Relationship Management)

Follow Up Boss + Radius Agent

Create active clients in Radius Agent from updated person stages 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 Disqualified Lead

New Note

Create Active Client

Client Source

Name

Emails

Phones

Additional notes about client

Client Type

Property address

Property Name

Property City

Property state

Property Zipcode

Number of bedroom

Number of Bathroom

Property Age

Covered Area

Area Coverage

Sale Price

Property Type

Property country

Transaction Type

Minimum budget

Maximum Budget

Number of bedroom

Number of bathroom

Area unit

Minimum size of the area

Sale type

Requirement zipcode

Requirement Neighbourhood