Connect Follow Up Boss to Definable AI

Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.

About Follow Up Boss

Follow Up Boss is a productivity tool. Connect it to Definable AI with one-click OAuth2 — no API keys or custom code required.

What you can automate with Follow Up Boss

Use Definable AI's agent platform to trigger workflows from Follow Up Boss, process results with 50+ AI models, and sync data across 900+ connected apps.

Tools & Actions (99 available)

  • Apply Action Plan to Person: Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
  • Create Appointment: Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
  • Create Appointment Type: Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
  • Create Call: Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
  • Create Custom Field: Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
  • Create Deal: Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
  • Create Deal Custom Field: Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
  • Create Email Marketing Campaign: Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.
  • Create Email Marketing Events: Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.
  • Create Events: Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
  • Create Group: Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.
  • Create Pipeline: Tool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and modify pipelines.
  • Create Ponds: Tool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.
  • Create Reactions: Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.
  • Create Stage: Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.
  • Create Team: Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.
  • Create Text Message Template: Tool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.
  • Create appointment outcome: Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
  • Create email template: Tool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.
  • Delete Appointment: Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.
  • Delete Appointment Outcome: Tool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.
  • Delete Appointment Type: Tool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.
  • Delete Custom Field: Tool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.
  • Delete Deal: Tool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.
  • Delete Deal Custom Field: Tool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.
  • Delete Group: Tool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.
  • Delete People Relationship: Tool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.
  • Delete Pipeline: Tool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeline and all associated data.
  • Delete Pond: Tool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.
  • Delete Stage: Tool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.
  • Delete Team: Tool to delete a team by its ID. Use when you need to remove a team from Follow Up Boss. Optionally merge team members to another team before deletion.
  • Delete text message template: Tool to delete a text message template by ID. Use when you need to remove a text message template. Note: If the template is in use by an Action Plan, you will get a 403 Forbidden response. Use GET /textMessageTemplates/:id to check which Action Plans are using it before deletion.
  • Get Appointment: Tool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.
  • Get Appointment Outcome: Tool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.
  • Get Appointment Type: Tool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.
  • Get Call: Tool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.
  • Get Deal: Tool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.
  • Get Deal Custom Field: Tool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.
  • Get Event: Tool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.
  • Get Group: Tool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.
  • Get Identity: Tool to retrieve identity and authentication information from Follow Up Boss. Use when you need to verify the authenticated user's account and user details.
  • Get Me: Tool to retrieve information about the currently authenticated user. Use when you need to fetch details about the authenticated user's account, settings, or permissions.
  • Get People Relationship: Tool to retrieve a people relationship by its ID from Follow Up Boss. Use when you need to fetch details about a specific relationship between contacts.
  • Get Pipeline: Tool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.
  • Get Ponds: Tool to retrieve a pond by its ID from Follow Up Boss. Use when you need to fetch details about a specific pond group.
  • Get Smart List: Tool to retrieve a Smart List by its ID from Follow Up Boss. Use when you need to fetch details about a specific Smart List.
  • Get Stage: Tool to retrieve a stage by its ID from Follow Up Boss. Use when you need to fetch details about a specific stage.
  • Get Team: Tool to retrieve a team by its ID from Follow Up Boss. Use when you need to fetch details about a specific team.
  • Get Template: Tool to retrieve an email template by its ID from Follow Up Boss. Use when you need to fetch details about a specific template, optionally with merge fields populated for a person.
  • Get Text Message: Tool to retrieve a text message by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message record.
  • Get Text Message Template: Tool to retrieve a text message template by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message template, including its content, usage statistics, and associated action plans.
  • Get User: Tool to retrieve a user by its ID from Follow Up Boss. Use when you need to fetch details about a specific user.
  • List Action Plans: Tool to get a list of Action Plans from Follow Up Boss. Use when you need to retrieve available action plans with optional filtering by status, names, or IDs, and support for pagination and sorting.
  • List Action Plans People: Tool to list Action Plans applied to a particular person or list people on a particular Action Plan. Use when you need to retrieve action plan assignments, optionally filtered by person or action plan.
  • List Appointment Outcomes: Tool to list all appointment outcomes from Follow Up Boss. Use when you need to retrieve a list of appointment outcomes with optional sorting and pagination.
  • List Appointment Types: Tool to list all appointment types from Follow Up Boss. Use when you need to retrieve a list of available appointment types with optional sorting and pagination.
  • List Appointments: Tool to search for appointments in Follow Up Boss. Use when you need to retrieve a list of appointments, optionally filtered by person, user, or date range. Supports pagination for large result sets.
  • List Calls: Tool to search for calls in Follow Up Boss. Use when you need to retrieve a list of calls with optional filtering by person ID or phone numbers.
  • List Custom Fields: Tool to list all custom fields in Follow Up Boss. Use when you need to retrieve custom field definitions, optionally filtered by label or sorted by specific fields.
  • List Deal Custom Fields: Tool to list all deal custom fields in Follow Up Boss. Use when you need to retrieve deal custom field definitions, optionally filtered by label or sorted by specific fields.
  • List Deals: Tool to search for and list deals from Follow Up Boss. Use when you need to retrieve multiple deals with optional filters by pipeline, user, person, or status.
  • List Email Marketing Campaigns: Tool to list email marketing campaigns from Follow Up Boss. Use when you need to retrieve all campaigns or filter by origin/originId.
  • List Email Marketing Events: Tool to retrieve email marketing events from Follow Up Boss. Use when you need to fetch information about marketing emails sent, opens, clicks, bounces, unsubscribes, and spam reports. Supports filtering by event type, person, and time range with pagination.
  • List Events: Tool to search for and list events from Follow Up Boss. Use when you need to retrieve events with optional filtering by person, event type, property association, or property address, with pagination support.
  • List Groups: Tool to list all groups from Follow Up Boss. Use when you need to retrieve a list of groups, optionally filtered by type (Agent/Lender) or sorted by id/name.
  • List Groups Round Robin: Tool to list groups with round-robin data from Follow Up Boss. Use when you need to retrieve groups configured for round-robin distribution.
  • List Inbox Apps: Tool to list all inbox app installations from Follow Up Boss. Use when you need to retrieve a list of installed inbox apps with optional pagination.
  • List People Relationships: Tool to list all people relationships from Follow Up Boss. Use when you need to retrieve relationships between contacts with optional filtering by person ID, name, or first/last name, and sorting capabilities.
  • List Pipelines: Tool to search for pipelines in Follow Up Boss. Use when you need to retrieve a list of pipelines, optionally filtering by exact name match.
  • List Ponds: Tool to list all ponds from Follow Up Boss. Use when you need to retrieve a list of pond groups with pagination support.
  • List Smart Lists: Tool to list Smart Lists from Follow Up Boss. Use when you need to retrieve a list of Smart Lists with support for pagination and filtering by FUB version.
  • List Stages: Tool to retrieve a list of stages from Follow Up Boss. Use when you need to fetch all stages with optional pagination and sorting.
  • List Team Inboxes: Tool to list all shared team inboxes from Follow Up Boss. Use when you need to retrieve available team inboxes with their names, IDs, and users who have access.
  • List Teams: Tool to get a list of teams from Follow Up Boss. Use when you need to retrieve all teams with pagination support. Note: Not all plans have access to the teams feature. If you do not have access, this endpoint will return a 200 OK response with an empty teams list.
  • List Templates: Tool to list all email templates from Follow Up Boss. Use when you need to retrieve multiple email templates with pagination support.
  • List Text Message Templates: Tool to list all text message templates from Follow Up Boss. Use when you need to retrieve multiple text message templates with pagination support.
  • List Text Messages: Tool to list text messages for a person or phone number from Follow Up Boss. Use when you need to retrieve text messages with filtering options. Note: At least one filter parameter must be provided when calling this action.
  • List Timeframes: Tool to get a list of timeframes from Follow Up Boss. Use when you need to retrieve available timeframes.
  • List Users: Tool to search for and list users from Follow Up Boss. Use when you need to retrieve multiple users with optional filters by role, name, email, or other criteria.
  • List Webhooks: Tool to retrieve a list of webhooks from Follow Up Boss. Use when you need to view registered webhooks with optional filtering by event type or status.
  • Merge Template: Tool to merge an email template with person data using Follow Up Boss API. Use when you need to generate personalized email content by replacing merge fields like %contact_name% with actual person data.
  • Merge Text Message Template: Tool to merge a text message template with person data. Use when you need to generate personalized text messages by merging a template with contact information. The template supports merge fields like %contact_name% and %contact_rels_first_name% which are replaced with actual recipient data.
  • Update Action Plan People Status: Tool to update the status of an Action Plan to Person relationship in Follow Up Boss. Use when you need to pause or resume an action plan applied to a contact.
  • Update Appointment: Tool to update an existing appointment in Follow Up Boss. Use when you need to modify appointment details like title, time, location, or invitees. Requires appointment ID, title, start time, and end time. Optionally send invitation emails to invitees.
  • Update Appointment Type: Tool to update an existing appointment type in Follow Up Boss. Use when you need to modify the name or sort order of an appointment type.
  • Update Call: Tool to update an existing call record in Follow Up Boss. Use when you need to modify call details such as notes, duration, outcome, or other call attributes. Only calls created by the account/system making the API request can be updated.
  • Update Custom Fields: Tool to update an existing custom field in Follow Up Boss by its ID. Use when you need to modify the label, choices, ordering, or display settings of a custom field.
  • Update Deal: Tool to update an existing deal in Follow Up Boss. Use when you need to modify deal details such as name, price, description, stage, or associated people and users.
  • Update Deal Custom Fields: Tool to update an existing deal custom field in Follow Up Boss. Use when you need to modify custom field properties like label, type, display settings, or dropdown choices.
  • Update Email Marketing Campaign: Tool to update an existing email marketing campaign in Follow Up Boss. Use when you need to modify campaign name, subject line, or HTML body content.
  • Update Group: Tool to update an existing Follow Up Boss group with modified members and distribution settings. Use when you need to change group configuration or membership.
  • Update People Relationships: Tool to update details of a specific people relationship in Follow Up Boss. Use when you need to modify relationship information such as name, type, contact details (emails, phones), or addresses.
  • Update Pipeline: Tool to update an existing pipeline in Follow Up Boss. Use when you need to modify pipeline properties such as name, description, order, or stages. Only the owner has access to create and modify pipelines.
  • Update Ponds: Tool to update an existing pond in Follow Up Boss. Use when you need to change the name, lead agent, or member list of a pond.
  • Update Stage: Tool to update an existing stage in Follow Up Boss. Use when you need to modify stage properties like name or sort order.
  • Update Team: Tool to update an existing team in Follow Up Boss. Use when you need to modify team name, leaders, or members.
  • Update Text Message Template: Tool to update an existing text message template in Follow Up Boss. Use when you need to modify the name, message content, or sharing settings of an existing SMS template.
  • Update appointment outcome: Tool to update an existing appointment outcome in Follow Up Boss. Use when you need to modify the name or sort order of an appointment outcome.
  • Update email template: Tool to update an existing email template in Follow Up Boss. Use when you need to modify the name, subject, or body of an existing template.

How to connect Follow Up Boss

  1. Sign in to Definable AI and go to Apps
  2. Search for Follow Up Boss and click Connect
  3. Authorize via OAuth2 — takes under 30 seconds
  4. Use Follow Up Boss actions in your AI agents and workflows