Follow Up Boss + Tapfiliate

Create Tapfiliate customers from new Follow Up Boss contacts

Effortlessly manage your contacts and customer network by connecting Follow Up Boss and Tapfiliate. With this workflow, whenever a new contact is added in Follow Up Boss, a corresponding customer will be created in Tapfiliate. Stay organized and ensure seamless communication between your sales and marketing platforms, saving time and simplifying your work process.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

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
- ProgramRequired
Trigger
Instant
Try It
New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Trigger
Instant
Try It
Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- ConversionRequired
- Sub Amount
- Commission Type
Action
Write
- Coupon
- Referral Code
- Click ID
- Customer IDRequired
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Child AffiliateRequired
- Parent AffiliateRequired
Action
Write
- IdRequired
- ActionRequired
Action
Write
- ProgramRequired
- Affiliate EmailRequired
Action
Search
- External IDRequired
Action
Search
- EmailRequired
- Affiliate ID
- Last NameRequired
- First NameRequired
- Password
Action
Search or write
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- External ID
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
- Customer IDRequired
- Coupon
- Referral Code
- Click ID
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
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
- ProgramRequired
Trigger
Instant
Try It
New Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Trigger
Instant
Try It
New Conversion
Triggers when a new conversion is created.
Trigger
Instant
Try It
New Payment
Triggers when a new affiliate payment is created.
Trigger
Instant
Try It
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- External ID
- Meta Data
- Ignore Max Cookie Time
Action
Write
- GroupRequired
- AffiliateRequired
Action
Write
- Commission IDRequired
- StatusRequired
Action
Write
- Email
- Affiliate ID
Action
Search
- Email
- Affiliate Prospect ID
Action
Search
- Customer IDRequired
Action
Search
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- EmailRequired
- Affiliate Prospect ID
- Last NameRequired
- First NameRequired
Action
Search or write
- External IDRequired
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or 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