Pakkawork
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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.
Actions (99)Triggers (0)

Showing 91–99 of 99 actions

Update Email Marketing Campaign

FOLLOW_UP_BOSS_UPDATE_EM_CAMPAIGNS

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.

Untrusted display-only summary

Update Group

FOLLOW_UP_BOSS_UPDATE_GROUPS

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.

Untrusted display-only summary

Update People Relationships

FOLLOW_UP_BOSS_UPDATE_PEOPLE_RELATIONSHIPS

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.

Untrusted display-only summary

Update Pipeline

FOLLOW_UP_BOSS_UPDATE_PIPELINES

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.

Untrusted display-only summary

Update Ponds

FOLLOW_UP_BOSS_UPDATE_PONDS

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.

Untrusted display-only summary

Update Stage

FOLLOW_UP_BOSS_UPDATE_STAGES

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

Untrusted display-only summary

Update Team

FOLLOW_UP_BOSS_UPDATE_TEAMS

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

Untrusted display-only summary

Update email template

FOLLOW_UP_BOSS_UPDATE_TEMPLATES

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.

Untrusted display-only summary

Update Text Message Template

FOLLOW_UP_BOSS_UPDATE_TEXT_MESSAGE_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.

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.