Follow Up Boss Integration

Real-estate CRM for lead follow-up, pipelines, and team inboxes. Connect Follow Up Boss to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Action Plans and let Get Appointment or Get Appointment Outcome handle the next step.

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Supported triggers and actions for Follow Up Boss integration

Triggers can detect changes in Follow Up Boss and run actions that can create, search or modify data inside Follow Up Boss automatically [3] — exactly how you set them.

Watch Action PlansTriggers when a action plans is created or updated.
Watch Action Plans PeopleTriggers when a action plans people is created or updated.
Watch AppointmentsTriggers when a appointments is created or updated.
Watch CallsTriggers when a calls is created or updated.
Watch DealsTriggers when a deals is created or updated.
Watch Em EventsTriggers when a em events is created or updated.
Watch EventTriggers when a event is created or updated.
Watch EventsTriggers when a events is created or updated.
Watch PeopleTriggers when a people is created or updated.
Watch TasksTriggers when a tasks is created or updated.
Watch TemplatesTriggers when a templates is created or updated.
Watch Text MessagesTriggers when a text messages is created or updated.
Watch UsersTriggers when a users is created or updated.
Get AppointmentReturns a single appointment.
Get Appointment OutcomeRetrieve an appointment outcome by ID.
Get Appointment TypeRetrieve an appointment type by ID.
Get AutomationRetrieve an Automation by ID.
Get Automation PersonRetrieve an Automation-Person pairing.
Get CallRetrieve a call by id.
Get Current UserRetrieve information about the currently authenticated user.
Get Custom FieldGets custom Field.
Get DealRetrieve a deal by id.
Get Deal AttachmentGet a deal attachment by id.
Get Deal Custom FieldGet a deals custom field by ID.
Get EventReturns a single event.
Get GroupRetrieves a group by id.
Get IdentityGet identity and authentication information.
Get NoteRetrieve a note by id.
Get People RelationshipGets people Relationship.
Get PersonReturns a single person.
Get Person AttachmentRetrieve an attachment by ID.
Get PipelineRetrieve a pipeline by id.
Get PondReturns a single pond.
Get ReactionReturns a single reaction.
Get Smart ListGets smart List.
Get StageReturns a single stage.
Get TaskReturns a single task.
Get TeamReturns a single team.
Get TemplateReturns a single template.
Get Text MessageRetrieve a text message by id.
Get Text Message TemplateRetrieve a text message template by id.
Get Threaded ReplyFetches a threaded reply.
Get UserRetrieves a user by id.
List Action PlansGet a list of Action Plans.
List Action Plans PeopleList Action Plans applied to a particular person or list people on a particular Action Plan.
List Appointment OutcomesRetrieves a list of appointment Outcomes.
List AppointmentsRetrieves a list of appointments.
List Appointment TypesRetrieves a list of appointment Types.
List AutomationsGet a list of Automations.
List Automations PeopleGet a list of pairings of Automations and the People on which they have or will be run.
List CallsRetrieves a list of calls.
List Custom FieldsRetrieves a list of custom fields.
List Deal Custom FieldsList all deals custom fields available in your account.
List DealsRetrieves a list of deals.
List Em CampaignsRetrieves a list of em campaigns.
List Em EventsRetrieves a list of em events.
List EventsRetrieves a list of events.
List GroupsRetrieves a list of groups.
List Groups Round RobinLists groups and includes round-robin data.
List Inbox App InstallationsLists Inbox App installation(s) and ID(s) for your Published Inbox App on the current FUB account.
List Inbox App ParticipantsRetrieves participants in an Inbox App conversation.
List PeopleRetrieves a list of people.
List People RelationshipsGet relationships between people in Follow Up Boss.
List PipelinesRetrieves a list of pipelines.
List PondsGet a list of ponds.
List Smart ListsGet a list of Smart Lists.
List StagesRetrieve a list of stages.
List TasksGet a list of tasks.
List Team InboxesGet a list of Team Inboxes.
List TeamsGet a list of teams.
List TemplatesLists all email templates.
List Text MessagesList text messages for a person or phone number.
List Text Message TemplatesLists all text message templates.
List TimeframesGet a list of timeframes.
List Unclaimed PeopleRetrieves a list of unclaimed people.
List UsersRetrieves a list of users.
Add Inbox App MessageAdds a message to an existing or new Inbox App conversation.
Add Inbox App NoteAdds a note to an Inbox App conversation.
Add Inbox App System Confirmation MessageAdds a system confirmation message to an existing or new Inbox App conversation.
Add Person to Action PlanApply an Action Plan to a person.
Check Duplicate PersonCheck whether a person exists in Follow Up Boss.
Claim PersonClaim a lead.
Create AppointmentCreates a new appointment.
Create Appointment OutcomeCreates a new appointment outcome.
Create Appointment TypeCreates a new appointment type.
Create Automation PersonManually trigger an Automation for a specified Person.
Create CallCreates a new call.
Create Custom FieldCreates a new custom field.
Create DealCreates a new deal.
Create Deal AttachmentAdd an attachment to a deal.
Create Deal Custom FieldCreate a deals custom field.
Create Em CampaignCreate an email marketing campaign.
Create Em EventsNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
Create EventSend in a lead or an event related to a lead.
Create GroupCreates a new group.
Create Inbox App ParticipantAdds a participant to an Inbox App conversation.
Create NoteCreates a new note.
Create People RelationshipCreate a new relationship for a person.
Create PersonManually add a new person.
Create Person AttachmentAttach a file to a person.
Create PipelineCreates a new pipeline.
Create PondCreates a new pond.
Create ReactionAdd a reaction to a corresponding reference data object, e.g. "Note" or "ThreadedReply".
Create StageCreates a new stage.
Create TaskCreates a new task.
Create TeamCreates a new team.
Create TemplateCreate a new email template.
Create Text MessageCreate a record of an externally sent text message.
Create Text Message TemplateCreate a text message template.
Deactivate Inbox AppDeactivates an installation of your Inbox App.
Delete AppointmentDeletes an existing appointment.
Delete Appointment OutcomeDeletes an existing appointment outcome.
Delete Appointment TypeDeletes an existing appointment type.
Delete Custom FieldDeletes a custom field by id.
Delete DealDeletes an existing deal.
Delete Deal AttachmentDeletes an existing deal attachment.
Delete Deal Custom FieldDelete a deals custom field.
Delete GroupDeletes a group by id.
Delete Inbox App ParticipantDeletes an Inbox App conversation participant.
Delete NoteDeletes an existing note.
Delete People RelationshipDeletes people Relationship.
Delete PersonDeletes an existing person.
Delete Person AttachmentDelete an attachment by ID.
Delete PipelineDeletes an existing pipeline.
Delete PondDeletes a pond by id.
Delete ReactionDeletes an existing reaction.
Delete StageDeletes an existing stage.
Delete TaskDeletes an existing task.
Delete TeamDeletes a team by id.
Delete TemplateDeletes an existing template.
Delete Text Message TemplateDelete a text message template.
Delete UserDeletes a user by id.
Ignore Unclaimed LeadConfirm receipt of a First To Claim offer without claiming the lead.
Install Inbox AppInstalls your Inbox App for an account.
Make an Api CallMakes API call.
Merge TemplateMerge an email template with multiple recipients.
Merge Text Message TemplateMerge a text message template with multiple recipients.
Update Action Plan PersonUpdates action Plan Person.
Update AppointmentUpdates an existing appointment.
Update Appointment OutcomeUpdates an existing appointment outcome.
Update Appointment TypeUpdates an existing appointment type.
Update Automation PersonPause or unpause an Automation for a Person.
Update CallUpdates an existing call.
Update Custom FieldUpdates custom Field.
Update DealUpdates an existing deal.
Update Deal AttachmentUpdates an existing deal attachment.
Update Deal Custom FieldUpdate a deals custom field.
Update Em CampaignUpdates em Campaign.
Update GroupUpdates a group by id.
Update Inbox App ConversationUpdates an Inbox App conversation.
Update Inbox App MessageUpdates the delivery status of an Inbox App message.
Update NoteUpdates an existing note.
Update People RelationshipUpdates people Relationship.
Update PersonUpdates an existing person.
Update Person AttachmentUpdate an attachment by ID.
Update PipelineUpdates an existing pipeline.
Update PondUpdates a pond by id.
Update StageUpdates an existing stage.
Update TaskUpdates an existing task.
Update TeamUpdates a team by id.
Update TemplateUpdates an existing template.
Update Text Message TemplateUpdates text Message Template.

How to integrate Follow Up Boss in automation workflow?

3 simple steps to make your Follow Up Boss connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Follow Up Boss in workflow

Pick Follow Up Boss app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Follow Up Boss

When prompted, authorize access to Follow Up Boss in WEXTL once. Follow Up Boss credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Follow Up Boss account. Approve?

STEP 3

Build a workflow

Build your workflow with Follow Up Boss yourself or with WEXTL® AI Builder. Connect Follow Up Boss to any available integrations [5], or use HTTP node to go beyond them.

Follow Up Boss

How Follow Up Boss connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Follow Up Boss app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Follow Up Boss supports.

Full Follow Up Boss API documentation

The following table illustrates what fields Follow Up Boss integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Follow Up Boss is connected in WEXTL builder [4].

Field	Type	Help
API KeyRequired	password	Your API key.

Connect Follow Up Boss to popular apps on WEXTL

Enter a name of the other app you want to sync with Follow Up Boss below. Click on selected app to explore integration options with Follow Up Boss. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Follow Up Boss integration

Select Watch Appointments trigger from Follow Up Boss - this will be a starting point in your automation. Whenever event happens in Follow Up Boss, workflow will start [7] from Watch Appointments node.

Search for Create Appointment Outcome, connect it as the next step of integration sequence. You can use filters between Watch Appointments and Create Appointment Outcome, so only important data pass from Watch Appointments to the next step. WEXTL gives you full control over the process of Follow Up Boss automation. All parts of workflow are visible on the canvas [4].

Follow Up Boss on WEXTL has 162 modules for combining crm automations. Explore Follow Up Boss documentation for more.

Video slide demonstrates how Watch Appointments and Create Appointment Outcome nodes are used in Follow Up Boss workflow.

Video slide demonstrates how Watch Appointments and Create Appointment Outcome [6] nodes are used in Follow Up Boss workflow.

Frequently asked questions

Common questions about automating Follow Up Boss in your workflows.

Follow Up Boss has 13 triggers, including "Watch Action Plans", "Watch Action Plans People", and "Watch Appointments", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 149 actions, including "Get Appointment", "Get Appointment Outcome", and "Get Appointment Type", and more. Refer to our Follow Up Boss Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Follow Up Boss integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Follow Up Boss official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Follow Up Boss provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Follow Up Boss or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Follow Up Boss inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Follow Up Boss modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Follow Up Boss integration.

Follow Up Boss integration source code, module specs and credentials implementation.
Internal Follow Up Boss integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Follow Up Boss vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Follow Up Boss App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Follow Up Boss Integration

Supported triggers and actions for Follow Up Boss integration