All integrations
FU
Catalogue metadata onlycrmv20260721_00

FOLLOW_UP_BOSS

Follow Up Boss

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.

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

99

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

2

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEYOAUTH2

OAUTH2

follow_up_boss_oauth

Provider setup

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional
  • Integration name (X-System)generic_id · stringOptional
  • Integration key (X-System-Key)generic_id_2 · stringOptional

User connection

No fields declared in this snapshot.

API_KEY

follow_up_boss_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • API Keygeneric_api_key · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 31–60 of 99 actions

Delete Team

FOLLOW_UP_BOSS_DELETE_TEAMS

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.

Untrusted display-only summary

Delete text message template

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Appointment

FOLLOW_UP_BOSS_GET_APPOINTMENT

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

Untrusted display-only summary

Get Appointment Outcome

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Appointment Type

FOLLOW_UP_BOSS_GET_APPOINTMENT_TYPES

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

Untrusted display-only summary

Get Call

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.

Untrusted display-only summary

Get Deal

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Deal Custom Field

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Event

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Group

FOLLOW_UP_BOSS_GET_GROUPS

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

Untrusted display-only summary

Get Identity

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Me

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get People Relationship

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Pipeline

FOLLOW_UP_BOSS_GET_PIPELINES

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

Untrusted display-only summary

Get Ponds

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Smart List

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Stage

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Team

FOLLOW_UP_BOSS_GET_TEAMS

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

Untrusted display-only summary

Get Template

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Text Message

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get Text Message Template

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Get User

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Action Plans

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Action Plans People

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Appointment Outcomes

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Appointments

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Appointment Types

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Calls

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Custom Fields

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

List Deal Custom Fields

FOLLOW_UP_BOSS_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.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.