Follow Up Boss

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.

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to retrieve a list of stages from Follow Up Boss. Use when you need to fetch all stages with optional pagination and sorting.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary