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Integrate Moxo with Follow Up Boss to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Moxo with Follow Up Boss - no code necessary. See how you can get setup in minutes.

Select a trigger from Moxo

A trigger is an event that starts your Zap and runs the workflow. For example, with Moxo, a trigger could be "Flow Button Clicked."

A trigger is the event that kicks off your automated workflow.

Setup an action from Follow Up Boss

An action is what takes place after the automation is triggered. For example, with Follow Up Boss, the action could be "Add Collaborators."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Moxo to Follow Up Boss

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Moxo to Follow Up Boss with a Zapier template.

Our most popular template

Create Moxo conversations for new Follow Up Boss contacts
Details
Try it
Follow Up Boss + Moxo
Create group conversations in Moxo for new contacts in Follow Up Boss
Details
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Follow Up Boss + Moxo

Create Moxo conversations for new Follow Up Boss contacts

Follow Up Boss + Moxo

Create group conversations in Moxo for new contacts in Follow Up Boss

Follow Up Boss + Moxo

Make work flow with AI

Level up your Moxo to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Moxo and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Moxo and Follow Up Boss to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Id_explain
- Zap Unique ID Label
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write
- Step Reference ID
  Required
Action
Write
- Workspace Title
  Required
- Welcome Message
- Workspace Owner (Account Manager)
  Required
- Workspace Members
  Required
Action
Write

- Workspace ID
  Required
- Whether to use Content Library Template?
- Step Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace ID
  Required
- Specify the object type
- Step Description
- Callback URL
- Due in Days
- Assignee Email
  Required
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Action
Write

- Assigned Client
  Required
- Purchase Order ID
  Required
- Purchase Order Number
  Required
- Workspace Title
  Required
- Sub-Title
  Required
- Approval Button Label
- Decline Button Label
- Address
- Period
- UTR
Action
Write
- Purchase Order ID
  Required
Action
Write
- Topic
  Required
- Agenda
- Start Time
  Required
- End Time
- Time Zone
  Required
- Meeting Host User Entity Type
- Workspace Members
  Required
- Participant Unique ID
- Workspace ID
  Required
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace ID
  Required
- Message
  Required
Action
Write
- Flow Name
  Required
- Welcome Message
- Step Description
- Reference ID
- Workspace Members
  Required
Action
Write
- Workspace ID
  Required
Action
Search
- Intg_explain
- Step Reference ID
  Required
Action
Search
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write
- Contact Phone, Email, or ID
  Required
- Note Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- Step Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Note Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search

- Id_explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Trigger
Instant
Try It
Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Trigger
Instant
Try It
- Invite_explain
- Workspace ID
  Required
- Member Email
  Required
- Create New Relationship?
  Required
Action
Write
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Workspace ID
  Required
- Note Name
  Required
- Note Content
  Required
- Editable by
  Required
Action
Write
- Workspace Title
  Required
- Sub-Title
  Required
- Note Content
  Required
- Assigned Client
  Required
- Approval Button Label
- Decline Button Label
- Trigger Identifier
- Attachments
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Client Email
  Required
Action
Write
- Invite_explain
- Meeting ID
  Required
- Workspace Members
  Required
- Participant Unique ID
Action
Write
- Workspace ID
  Required
- Folder Name
- Attachments
Action
Write
- Destination Workspace ID
  Required
- Workspace Title
  Required
- Step Description
- Due in Days
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Conv_explain
- Client's Email
  Required
- Account Manager's Email
  Required
Action
Search
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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write

Learn how to automate Moxo on the Zapier blog

Learn how to automate Follow Up Boss on the Zapier blog

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

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

Connect Moxo to Follow Up Boss on the world's largest no-code automation platform

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