Follow Up Boss

Pay per useFree to install · billed per use🏡 Real EstateNo ratings (0)

About

Connect your own Follow Up Boss (FUB) real-estate CRM account to manage leads, contacts, deals, and follow-up activity from Imperal -- People (contacts) with tags, custom fields, and relationships;...

What this app can do

66 tools registered

Connect FollowupbossFree

Connect a Follow Up Boss account by saving your personal API Key, after checking it actually works.

Disconnect FollowupbossFree

Disconnect a Follow Up Boss account: deletes the saved API Key.

List ConnectionsFree

List the connected Follow Up Boss accounts.

Get IdentityFree

Read the connected Follow Up Boss account's identity: account name, your user name/email, and your role.

List People8 tok

List people (contacts) in the connected Follow Up Boss account, with search/stage/tag/agent filters.

Get Person8 tok

Read one person in full, including emails/phones/tags/custom fields.

Create Person16 tok

Create a person record directly (admin/back-office use). For a NEW inbound lead, use create_lead_event instead -- it dedupes, notifies the agent, and runs automations; this endpoint does none of that.

Update Person16 tok

Update selected fields of an existing person. Note: source/sourceUrl can only be set on creation, not changed here.

Delete Person16 tok

Permanently delete a person record. Cannot be undone.

Create Lead Event20 tok

Record a NEW inbound lead the recommended Follow Up Boss way (POST /events) -- dedupes against existing contacts, notifies the assigned agent, applies Action Plans/Automations, and runs Lead Flow assignment. Use this instead of create_person for any new lead.

List Events8 tok

List recorded lead events (inquiries, property views, registrations), optionally filtered to one person.

List Deals8 tok

List deals (transactions), optionally filtered by pipeline, stage, or linked person.

Get Deal8 tok

Read one deal in full.

Create Deal16 tok

Create a new deal (transaction) in a pipeline stage, optionally linked to a person and price.

Update Deal16 tok

Update selected fields of an existing deal (name, stage, price, status).

Delete Deal16 tok

Permanently delete a deal. Cannot be undone.

List Pipelines8 tok

List pipelines and their stages (read-only -- pipelines/stages are configured inside Follow Up Boss itself).

List Notes8 tok

List notes, optionally filtered to one person.

Create Note16 tok

Add a note to a person's timeline.

Update Note16 tok

Update an existing note's subject and/or body.

Delete Note16 tok

Permanently delete a note.

List Tasks8 tok

List tasks, optionally filtered by person, assigned agent, or completion status.

Create Task16 tok

Create a follow-up task against a person.

Update Task16 tok

Update a task's name, due date, or mark it completed.

Delete Task16 tok

Permanently delete a task.

List Calls8 tok

List logged calls, optionally filtered by person or user.

Log Call16 tok

Log a call made or received with a person, with duration/outcome/note.

List Text Messages8 tok

List SMS/text message history, optionally filtered to one person.

Send Text Message20 tok

Send an SMS text message to a person through Follow Up Boss's own texting feature.

List Text Message Templates8 tok

List saved SMS templates.

Create Text Message Template16 tok

Create a reusable SMS template.

Update Text Message Template16 tok

Update an existing SMS template's name and/or text.

Delete Text Message Template16 tok

Permanently delete an SMS template.

List Appointments8 tok

List appointments/showings, optionally filtered by person or assigned agent.

Create Appointment16 tok

Schedule a new appointment (e.g. a showing or listing presentation) with a person.

Update Appointment16 tok

Update an appointment's title/timing, or record its outcome (Held/Cancelled/No Show).

Delete Appointment16 tok

Permanently delete an appointment.

List Appointment Types8 tok

List the appointment type options configured on this account (e.g. 'Buyer Showing', 'Listing Presentation').

List Appointment Outcomes8 tok

List the appointment outcome options configured on this account (e.g. 'Showed', 'No Show', 'Cancelled').

List Custom Fields8 tok

List custom field definitions configured on this Follow Up Boss account.

Create Custom Field16 tok

Create a new custom field on this Follow Up Boss account (text, date, number, or dropdown).

Add Person Tags16 tok

Add one or more tags to a person.

Remove Person Tags16 tok

Remove one or more tags from a person.

List Users8 tok

List users (agents/staff) on this Follow Up Boss account.

List Teams8 tok

List teams configured on this Follow Up Boss account.

List Ponds8 tok

List Ponds (shared lead pools agents can claim from) configured on this account.

List Webhooks8 tok

List webhook subscriptions configured on this Follow Up Boss account (Account Owner role required by FUB).

Create Webhook16 tok

Subscribe to a Follow Up Boss event (e.g. peopleCreated, peopleStageUpdated, callCreated) -- FUB will POST to your URL.

Delete Webhook16 tok

Permanently remove a webhook subscription.

List Smart Lists8 tok

List Smart Lists (saved dynamic filters) configured on this Follow Up Boss account.

Get Smart List People8 tok

List the people currently matching one Smart List's saved filter.

List Person Relationships8 tok

List a person's linked relationships (e.g. spouse, co-buyer, referral source).

Create Person Relationship16 tok

Link two people together with a named relationship (e.g. spouse, co-buyer).

Delete Person Relationship16 tok

Permanently remove a relationship link between two people.

List Action Plans8 tok

List Action Plans configured on this account (legacy multi-step nurture sequences -- see also list_automations for Automations 2.0).

Apply Action Plan20 tok

Enroll a person into an Action Plan (starts its sequence of steps).

Remove Action Plan20 tok

Remove a person from an Action Plan (stops its remaining steps).

List Automations8 tok

List Automations 2.0 configured on this account (the newer trigger-based rules engine).

Trigger Automation20 tok

Manually run an Automation against one person, outside of its normal trigger condition.

List Email Templates8 tok

List saved email templates on this Follow Up Boss account.

Create Email Template16 tok

Create a reusable email template.

Audit Lead Response40 tok

Flag leads created recently whose first logged response (call, text, note, or task completion) took longer than a threshold -- surfaces slow lead follow-up before it costs a deal.

Get Pipeline Health40 tok

Summarize one (or all) pipelines: deal count and total value per stage, plus how many deals in each stage look stale (no update in 30+ days).

Get Overdue Tasks Report40 tok

List every incomplete task whose due date has already passed, optionally for one agent -- the team's follow-up backlog in one call.

Get Agent Activity Report40 tok

Summarize each agent's logged activity (calls, texts, notes, completed tasks, held appointments) over a recent window -- a coaching/accountability snapshot.

Get Stale Leads Report40 tok

Flag people in an active (non-closed) stage with no logged activity for N+ days -- leads quietly going cold without anyone noticing.