Follow Up Boss

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.

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.

Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.

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.

Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.

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.

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.

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.

Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.

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.

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.

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.

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.

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.

Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.

Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.

Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.

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.

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.

Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.

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.

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.

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.

Tool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.

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.

Tool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.

Tool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.

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.

Tool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.

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.

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.

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.

Tool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.

Tool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.

Tool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.

Tool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.

Tool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.

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.

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.

Tool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.

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.

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.

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.

Tool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.

Tool to retrieve a pond by its ID from Follow Up Boss. Use when you need to fetch details about a specific pond group.

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.

Tool to retrieve a stage by its ID from Follow Up Boss. Use when you need to fetch details about a specific stage.

Tool to retrieve a team by its ID from Follow Up Boss. Use when you need to fetch details about a specific team.

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.

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.

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.

Tool to retrieve a user by its ID from Follow Up Boss. Use when you need to fetch details about a specific user.

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.

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.

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.

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.

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.

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.

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.

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.