Follow Up Boss

Description

AIM AI can be configured to read or update selected Follow Up Boss records around a real-estate phone workflow. Teams, people, stages, templates, and communication permissions are confirmed before implementation.

Authentication

• A Follow Up Boss API key is required.
• Exact team access, record types, and approved actions are confirmed during workflow scoping.

Supported Actions (119)

These are the operations this integration can perform after the required credentials and permissions are approved.

• Update Action Plan Person
• Create Appointment
• Create Appointment Type
• Delete Appointment
• Delete Appointment Type
• Get Appointment Outcome by ID
• Get Appointment Outcomes
• Get Appointment Type by ID
• Get Appointment Types
• Get Appointment by ID
• Get Appointments
• Update Appointment
• Update Appointment Type
• Create Person Attachment
• Delete Person Attachment
• Get Person Attachment by ID
• Create Automation Person
• Get Automation Person by ID
• Get Automation by ID
• Get Automations
• Update Automation Person
• Create Call
• Get Calls
• Update Call
• Create Custom Field
• Delete Custom Field
• Get Custom Field by ID
• Get Custom Fields
• Create Deal
• Create Deal Attachment
• Delete Deal Attachment
• Delete Deal Custom Field
• Get Deal Attachment by ID
• Get Deal Custom Fields
• Get Deal by ID
• Update Deal
• Update Deal Custom Field
• Create Email Marketing Campaign
• Create Email Marketing Event
• Update Email Marketing Campaign
• Create Event
• Create Group
• Delete Group
• Get Group by ID
• Get Groups
• Get Round Robin
• Add Message
• Add Note
• Deactivate Inbox App
• Get Installed Inbox Apps
• Get Participants
• Install Inbox App
• Update Conversation
• Update Message
• Create Reaction
• Delete Reaction
• Get Identity
• Get Reaction by ID
• Get Timeframes
• Create Note
• Delete Note
• Get Note by ID
• Update Note
• Claim Person
• Create Person
• Delete Person
• Get Person by ID
• Get Unclaimed
• Ignore Unclaimed
• Update Person
• Create Pipeline
• Delete Pipeline
• Get Pipelines
• Update Pipeline
• Create Pond
• Delete Pond
• Get Pond by ID
• Get Ponds
• Update Pond
• Create People Relationship
• Delete People Relationship
• Get People Relationship by ID
• Get People Relationships
• Get Smart List by ID
• Get Smart Lists
• Create Stage
• Delete Stage
• Get Stages
• Create Task
• Delete Task
• Get Task by ID
• Get Tasks
• Update Task
• Delete Team
• Get Team Inboxes
• Get Team by ID
• Update Team
• Create Template
• Create Text Message Template
• Delete Template
• Delete Text Message Template
• Get Template by ID
• Get Templates
• Get Text Message Templates
• Merge Template
• Merge Text Message Template
• Update Template
• Create Text Message
• Get Text Message by ID
• Get Text Messages
• Get Me
• Get User by ID
• Get Users
• Create Webhook
• Delete Webhook
• Get Webhook Event by ID
• Get Webhook by ID
• Get Webhooks
• Update Webhook

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

{
  "automationType": "followupboss",
  "nodeId": "followupboss-get-people-001",
  "nodeParams": {
    "action": "get_people",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "query": {
        "limit": 10,
        "offset": 0,
        "sort": "created"
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-create-person-attachment-001",
  "nodeParams": {
    "action": "create_person_attachment",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "body": {
        "personId": 123,
        "name": "Document.pdf",
        "url": "https://example.com/document.pdf"
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-get-action-plans-people-001",
  "nodeParams": {
    "action": "get_action_plans_people",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "query": {
        "limit": 10
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-get-em-events-001",
  "nodeParams": {
    "action": "get_em_events",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "query": {
        "limit": 10
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-update-appointment-001",
  "nodeParams": {
    "action": "update_appointment",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "id": 123,
      "body": {
        "startDate": "2024-12-31T14:00:00Z"
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-update-deal-001",
  "nodeParams": {
    "action": "update_deal",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "id": 123,
      "body": {
        "price": 550000
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-get-team-inboxes-001",
  "nodeParams": {
    "action": "get_team_inboxes",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY",
      "query": {
        "limit": 10
      }
    }
  }
}

{
  "automationType": "followupboss",
  "nodeId": "followupboss-get-identity-001",
  "nodeParams": {
    "action": "get_identity",
    "params": {
      "apiKey": "YOUR_FOLLOWUPBOSS_API_KEY"
    }
  }
}