Connect Real Geeks to Follow Up Boss and automate any workflow
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
Create your first workflow
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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.
- SiteRequired
Try It- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It - Pipeline name
- Stage name
Try It- Stage name
Try It
- SiteRequired
- Agent
- SourceRequired
- Type
- First Name
- Last Name
- Phone Number
- Email Address
- Address
- Street Address
- City
- State
- Zip Code
- Contact Message
- Notes
- Region
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try It - New Contact
Fires when a new contact is created in Follow Up Boss.
Try It - Tag nameRequired
Try It
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Related categories
Related categories