Connect Revaluate to Follow Up Boss and automate any workflow
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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.
- Contact Ascend 80
Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
Try It - Contact Weekly Score Trigger
Triggers weekly to allow for updating of all contact scores in an external system.
Try It - New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It - Pipeline name
- Stage name
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- Contact Descend 80
Triggers when a contact whose score was above 80, drops below 80.
Try It - Contact NameRequired
- Contact EmailRequired
- Contact Address
- Contact External ID
- Contact Phone Number
- 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.
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