Add Follow Up Boss to your AI agent

Create a Follow Up Boss task for a person and assign it by user ID or full name.

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

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 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.

Permanently delete one Follow Up Boss task by numeric ID. This action cannot be undone.

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

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.

Retrieve one Follow Up Boss person by numeric ID.

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

Retrieve one Follow Up Boss task by numeric ID.

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 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 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.

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.

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.

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 Follow Up Boss notes using person, time-window, and sort filters.

Search and list Follow Up Boss people using contact and CRM filters.

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.

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 Follow Up Boss tasks using assignee, due-date, and task filters.

Tool to list all email templates from Follow Up Boss. Use when you need to retrieve multiple email templates with pagination support.

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.

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.

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 a Follow Up Boss note and return the complete updated record. Provide at least one of personId, subject, body, or isHtml.

Update a person's first name, contacted state, tags, complete email or phone lists, or custom fields. Tags replace unless merged, null custom values delete them, and marking contacted pauses action plans.

Update assignment, person, name, type, or completion state on one Follow Up Boss task.

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

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

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 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 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 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 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 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 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 list email marketing campaigns from Follow Up Boss. Use when you need to retrieve all campaigns or filter by origin/originId.

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.

Tool to list groups with round-robin data from Follow Up Boss. Use when you need to retrieve groups configured for round-robin distribution.

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.

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.

Tool to list all ponds from Follow Up Boss. Use when you need to retrieve a list of pond groups with pagination support.

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.

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.

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.

Tool to list all text message templates from Follow Up Boss. Use when you need to retrieve multiple text message templates with pagination support.

Tool to get a list of timeframes from Follow Up Boss. Use when you need to retrieve available timeframes.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Tool to update an existing stage in Follow Up Boss. Use when you need to modify stage properties like name or sort order.

Tool to update an existing team in Follow Up Boss. Use when you need to modify team name, leaders, or members.

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.

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.