Follow Up Boss

Real-estate CRM for lead follow-up, pipelines, and team inboxes.

13 triggers63 searches86 actionsInstant (webhooks)Auth: API keyAuth: OAuth

AI-assisted documentation36 min read

This documentation is compiled from our integration source code, internal specs for Follow Up Boss, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Follow Up Boss on WEXTL →

Requirements

To use Follow Up Boss on WEXTL you need an active account and an API access token from your account settings.[3]

Get your Follow Up Boss credentials

Credential type option 1

Follow Up Boss

API KeypasswordRequired
Your API key.
[1]

Credential type option 2

Follow Up Boss

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Client IDtextRequired
The Client ID of your OAuth Client App.
[1]
Client SecretpasswordRequired
The Client Secret of your OAuth Client App.
[1]
X-SystemtextRequired
Your registered System name.
[1]
X-System KeypasswordRequired
Your registered System Key that pairs with the X-System name.
[1]

Connect Follow Up Boss in WEXTL

Log in to your WEXTL account, add the Follow Up Boss node module to your workflow, and click Create new credential.
Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your Follow Up Boss account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Connecting Follow Up Boss to WEXTL® — Video slide demonstrates how to integrate Follow Up Boss in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate Follow Up Boss in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Follow Up Boss node modules

The list below is a reference of every Follow Up Boss node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Open any Follow Up Boss node module below to inspect its input parameters, outputs, and connection requirements.

Watch Action PlansTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Name	text
Status	text

Watch Action Plans PeopleTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Person ID	number
Action plan ID	number
Status	text

Watch AppointmentsTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Title	text
Description	text

14other output fields

Watch CallsTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Phone	text
Person ID	number

8other output fields

Watch DealsTrigger

Output fields[3]

Field	Type
Pipeline ID	number
Stage ID	number
Entered stage at	date
ID	number
Name	text
Type	number
Status	text

13other output fields

Watch Em EventsTrigger

Output fields[3]

Field	Type
Count	number
Type	text
Person ID	number
Campaign ID	number
Campaign name	text
Created	date
Updated	date

Watch EventTrigger

Output fields[3]

Field	Type
User ID	number
Email address	email
Name	text
Date created	date

Watch EventsTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Person ID	number
Message	text
Description	text
Note ID	number

7other output fields

Watch PeopleTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created via	text
Last activity	date
Name	text
First name	text

17other output fields

Watch TasksTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Completed	date
Created by	text
Updated by	text
Person ID	number

7other output fields

Watch TemplatesTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Is mobile	number

6other output fields

Watch Text MessagesTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Person ID	number
Name	text

22other output fields

Watch UsersTrigger

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Name	text
First name	text
Last name	text
Email	email

17other output fields

Get AppointmentAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Title	text
Description	text

14other output fields

Get Appointment OutcomeAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

Get Appointment TypeAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

Get AutomationAction

Input fields[3]

Field	Type
IDRequired	choice

Get Automation PersonAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Created by	text
Updated by	text

4other output fields

Get CallAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Phone	text
Person ID	number

8other output fields

Get Current UserAction

Output fields[3]

Field	Type
ID	number
Name	text
Role	text
Email	email
Phone	text
Time zone	text
Signature	text

18other output fields

Get Custom FieldAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean

Get DealAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
Pipeline ID	number
Stage ID	number
Entered stage at	date
ID	number
Name	text
Type	number
Status	text

13other output fields

Get Deal AttachmentAction

Input fields[3]

Field	Type
IDRequired	text

Output fields[3]

Field	Type
Deal ID	number
File name	text
File size	number
ID	number
MIME type	text
URI	url
Thumbnail URI	url

4other output fields

Get Deal Custom FieldAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean
Order weight	number
Hide if empty	boolean

1other output field

Get EventAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Person ID	number
Message	text
Description	text
Note ID	number

7other output fields

Get GroupAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Type	text
Distribution	text
Default user ID	text
Default pond ID	text
Default group ID	text

4other output fields

Get IdentityAction

Output fields[3]

Field	Type
Account	object
ID	number
Domain	text
Owner	object
User	object
ID	number
Name	text
Email	email

Get NoteAction

Input fields[3]

Field	Type
IDRequired	text

Get People RelationshipAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
Value	text
Type	text
Status	text
Is primary	number
Normalized	text

Get PersonAction

Input fields[3]

Field	Type
IDRequired	choice
Fields	text

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created via	text
Last activity	date
Name	text
First name	text

17other output fields

Get Person AttachmentAction

Input fields[3]

Field	Type
IDRequired	text
SystemRequired	text
System KeyRequired	text

Output fields[3]

Field	Type
Person ID	number
File name	text
File size	text
ID	number
Mime type	text
URI	url
Thumbnail URI	text

6other output fields

Get PipelineAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Description	text
Order weight	number
Stages	array
ID	number
Name	text
Description	text
Order weight	number
Color	text

Get PondAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
User ID	number
User IDs	array
Item	number

Get ReactionAction

Input fields[3]

Field	Type
IDRequired	text

Output fields[3]

Field	Type
ID	number
Created	date
Created by	text
Created by ID	number
Ref type	text
Ref ID	number
Body	text

Get Smart ListAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Is fub2	boolean
Description	text
Default smart list ID	text

Get StageAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number
Is protected	boolean
People count	number

Get TaskAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Completed	date
Created by	text
Updated by	text
Person ID	number

7other output fields

Get TeamAction

Input fields[3]

Field	Type
IDRequired	choice

Get TemplateAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Is mobile	number

6other output fields

Get Text MessageAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Person ID	number
Name	text

22other output fields

Get Text Message TemplateAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Name	text
Total sent	number
Total replies	number
Message	text
Is shared	boolean
Created by	number

5other output fields

Get Threaded ReplyAction

Input fields[3]

Field	Type
IDRequired	text

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Ref type	text
Ref ID	number
Body	text

1other output field

Get UserAction

Input fields[3]

Field	Type
IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Name	text
First name	text
Last name	text
Email	email

17other output fields

List Action PlansSearch

Input fields[3]

Field	Type
Sort	text
Status	text
Names	text
IDs	text
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Name	text
Status	text

List Action Plans PeopleSearch

Input fields[3]

Field	Type
Person ID	choice
Action plan ID	choice
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Person ID	number
Action plan ID	number
Status	text

List Appointment OutcomesSearch

Input fields[3]

Field	Type
Sort	text
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

List Appointment TypesSearch

Input fields[3]

Field	Type
Sort	text
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

List AppointmentsSearch

Input fields[3]

Field	Type
Person ID	choice
User ID	choice
Start	text
End	text
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Title	text
Description	text

14other output fields

List AutomationsSearch

Input fields[3]

Field	Type
Status	text
Enabled only	boolean
Manual only	boolean
Limit	number

List Automations PeopleSearch

Input fields[3]

Field	Type
Person	choice
Automation	choice
Status	choice
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Created by	text
Updated by	text

4other output fields

List CallsSearch

Input fields[3]

Field	Type
Person ID	choice
Phone	text
To number	text
From number	text
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Phone	text
Person ID	number

8other output fields

List Custom FieldsSearch

Input fields[3]

Field	Type
Label	text
Sort	choice
Limit	number

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean

List Deal Custom FieldsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean
Order weight	number
Hide if empty	boolean

1other output field

List DealsSearch

Input fields[3]

Field	Type
Pipeline ID	choice
User ID	choice
Person ID	choice
Include deleted	number
Include archived	number
Status	choice
Limit	number

Output fields[3]

Field	Type
Pipeline ID	number
Stage ID	number
Entered stage at	date
ID	number
Name	text
Type	number
Status	text

13other output fields

List Em CampaignsSearch

Input fields[3]

Field	Type
Origin	text
Origin ID	text
Limit	number

Output fields[3]

Field	Type
ID	number
Origin	text
Origin ID	text
Name	text
Subject	text
Body HTML	text

List Em EventsSearch

Input fields[3]

Field	Type
Type	text
Person ID	choice
Updated after	text
Limit	number

Output fields[3]

Field	Type
Count	number
Type	text
Person ID	number
Campaign ID	number
Campaign name	text
Created	date
Updated	date

List EventsSearch

Input fields[3]

Field	Type
Person	choice
Event Type	choice
Has Property	boolean
Property Address	text
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Person ID	number
Message	text
Description	text
Note ID	number

7other output fields

List GroupsSearch

Input fields[3]

Field	Type
Type	choice
Sort	choice
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Type	text
Distribution	text
Default user ID	text
Default pond ID	text
Default group ID	text

4other output fields

List Groups Round RobinSearch

Input fields[3]

Field	Type
Type	choice
Sort	choice
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Type	text
Distribution	text
Default user ID	number
Default pond ID	number
Default group ID	number

4other output fields

List Inbox App InstallationsSearch

Input fields[3]

Field	Type
Published inbox app IDRequired	text
Limit	number

Output fields[3]

Field	Type
Inbox app ID	number
User ID	number
Created	date

List Inbox App ParticipantsSearch

Input fields[3]

Field	Type
Inbox app IDRequired	text
Ext conversation IDRequired	text
Limit	number

Output fields[3]

Field	Type
ID	number
Status	text
User ID	text
Person ID	text
Name	text
Phone	text
Email	email

1other output field

List PeopleSearch

Input fields[3]

Field	Type
ID	text
Sort	text
Fields	text
Last activity after	text
Last activity before	text
Name	text
First name	text

18other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created via	text
Last activity	date
Name	text
First name	text

17other output fields

List People RelationshipsSearch

Input fields[3]

Field	Type
Sort	text
Person ID	choice
Name	text
First name	text
Last name	text
Limit	number

Output fields[3]

Field	Type
Value	text
Type	text
Status	text
Is primary	number
Normalized	text

List PipelinesSearch

Input fields[3]

Field	Type
Name	text
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Description	text
Order weight	number
Stages	array
ID	number
Name	text
Description	text
Order weight	number

List PondsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
User ID	number
User IDs	array
Item	number

List Smart ListsSearch

Input fields[3]

Field	Type
Fub2	boolean
All	boolean
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Is fub2	boolean
Description	text
Default smart list ID	text

List StagesSearch

Input fields[3]

Field	Type
Sort	text
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number
Is protected	boolean
People count	number

List TasksSearch

Input fields[3]

Field	Type
Person ID	choice
Assigned to	text
Assigned user ID	choice
Name	text
Type	text
Is completed	boolean
Due	text

3other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Completed	date
Created by	text
Updated by	text
Person ID	number

7other output fields

List Team InboxesSearch

Input fields[3]

Field	Type
Limit	number

List TeamsSearch

Input fields[3]

Field	Type
Limit	number

List TemplatesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Is mobile	number

6other output fields

List Text Message TemplatesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text
Total sent	number
Total replies	number
Message	text
Is shared	boolean
Created by	number

5other output fields

List Text MessagesSearch

Input fields[3]

Field	Type
Person ID	choice
To number	text
From number	text
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Person ID	number
Name	text

22other output fields

List TimeframesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	number
Timeframe	text

List Unclaimed PeopleSearch

Input fields[3]

Field	Type
Limit	number

List UsersSearch

Input fields[3]

Field	Type
Sort	text
Role	text
Name	text
Email	text
Fields	text
Include deleted	boolean
Limit	number

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Name	text
First name	text
Last name	text
Email	email

17other output fields

Add Inbox App MessageAction

Input fields[3]

Field	Type
Inbox app IDRequired	text
External conversation IDRequired	text
External message IDRequired	text
Reply to external message ID	text
Sent at	date
Subject	text
MessageRequired	text

9other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Sent at	date
Delivery status	text
Delivery status error message	text
Created by ID	number

7other output fields

Add Inbox App NoteAction

Input fields[3]

Field	Type
Inbox app IDRequired	text
External conversation IDRequired	text
BodyRequired	text
UserRequired	object
ID	text
Name	text
Email	text

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Created by	text
Updated by	text

5other output fields

Add Inbox App System Confirmation MessageAction

Input fields[3]

Field	Type
Inbox App IDRequired	text
External Conversation IDRequired	text
External Message IDRequired	text
MessageRequired	text
Type	choice
Person	object
ID	choice
Name	text
Email	text
Phone	text
Owner	object
User	choice
Inbox ID	text

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Sent at	date
Message	text
Is system	boolean
System type	text

2other output fields

Add Person to Action PlanAction

Input fields[3]

Field	Type
Person IDRequired	choice
Action plan IDRequired	choice

Check Duplicate PersonAction

Input fields[3]

Field	Type
Email	text
Phone	text

Output fields[3]

Field	Type
Found	boolean
Matched by	text
Assigned to	text

Claim PersonAction

Input fields[3]

Field	Type
Person ID	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created via	text
Last activity	date
Name	text
First name	text

16other output fields

Create AppointmentAction

Input fields[3]

Field	Type
TitleRequired	text
Description	text
Invitees	text
All day	boolean
StartRequired	text
EndRequired	text
Location	text

4other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Title	text
Description	text

14other output fields

Create Appointment OutcomeAction

Input fields[3]

Field	Type
Name	text
Order weight	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

Create Appointment TypeAction

Input fields[3]

Field	Type
Name	text
Order weight	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

Create Automation PersonAction

Input fields[3]

Field	Type
Automation	choice
Person	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Created by	text
Updated by	text

4other output fields

Create CallAction

Input fields[3]

Field	Type
Person IDRequired	choice
PhoneRequired	text
Is incomingRequired	boolean
Note	text
Outcome	text
Duration	number
To number	text

3other input fields

Create Custom FieldAction

Input fields[3]

Field	Type
LabelRequired	text
TypeRequired	choice
Choices	array
Item	text
Is recurring	boolean
Hide if empty	boolean
Order weight	number

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean

Create DealAction

Input fields[3]

Field	Type
NameRequired	text
Stage IDRequired	choice
Description	text
People IDs	array
People ID	choice
User IDs	array
User ID	choice
Price	number
Projected close date	date

9other input fields

Output fields[3]

Field	Type
Name	text
Description	text
Stage ID	number
Projected close date	date
Earnest money due date	date
Mutual acceptance date	date
Due diligence date	date

11other output fields

Create Deal AttachmentAction

Input fields[3]

Field	Type
X-SystemRequired	text
X-System KeyRequired	secret
Deal IDRequired	choice
URIRequired	text
File nameRequired	text
File size	number

Output fields[3]

Field	Type
Deal ID	number
File name	text
File size	number
ID	number
MIME type	text
URI	url
Thumbnail URI	url

4other output fields

Create Deal Custom FieldAction

Input fields[3]

Field	Type
LabelRequired	text
TypeRequired	choice
Choices	array
Item	text
Is recurring	boolean
Hide if empty	boolean
Order weight	number
Read only	boolean

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean
Order weight	number
Hide if empty	boolean

1other output field

Create Em CampaignAction

Input fields[3]

Field	Type
Origin	text
Origin ID	text
Name	text
Subject	text
Body HTML	text

Output fields[3]

Field	Type
ID	number
Origin	text
Origin ID	text
Name	text
Subject	text
Body HTML	text

Create Em EventsAction

Input fields[3]

Field	Type
Em events	array
Type	text
Occurred	date
Recipient	text
Person ID	choice
Campaign ID	choice
User ID	choice
URL	text

Output fields[3]

Field	Type
Em event IDs	array
Item	number

Create EventAction

Input fields[3]

Field	Type
Source	text
System	text
Type	choice
Message	text
Description	text
Person	object
ID	choice
First name	text
Last name	text
Stage	text
Source	text
Source URL	text
Contacted	boolean
Price	number
Assigned to	text
Assigned lender name	text
Property	object
Street	text
City	text
State	text
Code	text
MLS number	text
Price	number
For rent	boolean
URL	text
Type	text
Bedrooms	text

7other input fields

Create GroupAction

Input fields[3]

Field	Type
NameRequired	text
Distribution	choice
UsersRequired	array
User	choice
Type	choice
Claim window	number
Default group ID	choice
Default pond ID	choice

1other input field

Output fields[3]

Field	Type
ID	number
Name	text
Type	text
Distribution	text
Default user ID	text
Default pond ID	text
Default group ID	text

4other output fields

Create Inbox App ParticipantAction

Input fields[3]

Field	Type
Inbox app IDRequired	text
Ext conversation IDRequired	text
Person ID	choice
User ID	choice
Relationship ID	choice
Name	text
Email	text

2other input fields

Output fields[3]

Field	Type
ID	number
Status	text
User ID	text
Person ID	text
Name	text
Phone	text
Email	email

1other output field

Create NoteAction

Input fields[3]

Field	Type
Person IDRequired	choice
Subject	text
Body	text
Is HTML	boolean

Create People RelationshipAction

Input fields[3]

Field	Type
Person ID	choice
First name	text
Last name	text
Type	text
Emails	array
ValueRequired	text
Type	text
Is primary	boolean
Phones	array
ValueRequired	text
Is primary	boolean
Type	text
Addresses	array
Type	text
Street	text
City	text
State	text
Code	text
Country	text

Create PersonAction

Input fields[3]

Field	Type
Created at	date
First name	text
Last name	text
Stage	text
Source	text
Source URL	text
Contacted	boolean

14other input fields

Create Person AttachmentAction

Input fields[3]

Field	Type
SystemRequired	text
System KeyRequired	text
Person IDRequired	choice
URIRequired	text
File nameRequired	text
File size	number

Output fields[3]

Field	Type
Person ID	number
File name	text
File size	text
ID	number
Mime type	text
URI	url
Thumbnail URI	text

4other output fields

Create PipelineAction

Input fields[3]

Field	Type
NameRequired	text
Description	text
Stages	array
NameRequired	text
Description	text
Order weight	number
Color	text
Closed stageRequired	boolean
Order weight	number

Output fields[3]

Field	Type
Name	text
Description	text
Order weight	number
Stages	array
Name	text
Description	text
Order weight	number
Color	text
Closed stage	boolean

Create PondAction

Input fields[3]

Field	Type
NameRequired	text
User IDRequired	choice
User IDsRequired	array
User ID	choice

Output fields[3]

Field	Type
ID	number
Name	text
User ID	number
User IDs	array
Item	number

Create ReactionAction

Input fields[3]

Field	Type
Reference TypeRequired	choice
Reference IDRequired	text
Body	text

Create StageAction

Input fields[3]

Field	Type
NameRequired	text
Order weight	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number
Is protected	boolean
People count	number

Create TaskAction

Input fields[3]

Field	Type
Person IDRequired	choice
Assigned to	text
Assigned user ID	choice
Name	text
Type	choice
Is completed	boolean
Due date	date

2other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by	text
Updated by	text
Person ID	number
Assigned to	text

8other output fields

Create TeamAction

Input fields[3]

Field	Type
NameRequired	text
User IDsRequired	array
User ID	choice
Leader IDs	array
Leader ID	choice

Output fields[3]

Field	Type
ID	number
Name	text
User IDs	array
Item	number
Leader IDs	array

Create TemplateAction

Input fields[3]

Field	Type
NameRequired	text
SubjectRequired	text
BodyRequired	text
Is shared	boolean

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Imported	number

9other output fields

Create Text MessageAction

Input fields[3]

Field	Type
SystemRequired	text
System KeyRequired	text
Person IDRequired	choice
MessageRequired	text
To numberRequired	text
From numberRequired	text
Is incoming	boolean

2other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Person ID	number
Name	text

22other output fields

Create Text Message TemplateAction

Input fields[3]

Field	Type
NameRequired	text
MessageRequired	text
Is shared	boolean

Output fields[3]

Field	Type
ID	number
Name	text
Total sent	number
Total replies	number
Message	text
Is shared	boolean
Created by	number

11other output fields

Deactivate Inbox AppAction

Input fields[3]

Field	Type
Inbox App IDRequired	text

Delete AppointmentAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Appointment OutcomeAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Appointment TypeAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Custom FieldAction

Input fields[3]

Field	Type
IDRequired	choice

Delete DealAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Deal AttachmentAction

Input fields[3]

Field	Type
IDRequired	text

Delete Deal Custom FieldAction

Input fields[3]

Field	Type
IDRequired	choice

Delete GroupAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Inbox App ParticipantAction

Input fields[3]

Field	Type
Inbox app IDRequired	text
Ext conversation IDRequired	text
Participant IDRequired	text

Delete NoteAction

Input fields[3]

Field	Type
IDRequired	text

Delete People RelationshipAction

Input fields[3]

Field	Type
IDRequired	choice

Delete PersonAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Person AttachmentAction

Input fields[3]

Field	Type
IDRequired	text
SystemRequired	text
System KeyRequired	text

Delete PipelineAction

Input fields[3]

Field	Type
IDRequired	choice

Delete PondAction

Input fields[3]

Field	Type
IDRequired	choice

Delete ReactionAction

Input fields[3]

Field	Type
Reference TypeRequired	choice
Reference IDRequired	text
Emoji	text

Delete StageAction

Input fields[3]

Field	Type
IDRequired	choice

Delete TaskAction

Input fields[3]

Field	Type
IDRequired	choice

Delete TeamAction

Input fields[3]

Field	Type
IDRequired	choice

Delete TemplateAction

Input fields[3]

Field	Type
IDRequired	choice

Delete Text Message TemplateAction

Input fields[3]

Field	Type
IDRequired	choice

Delete UserAction

Input fields[3]

Field	Type
IDRequired	choice

Ignore Unclaimed LeadAction

Input fields[3]

Field	Type
PersonRequired	choice

Install Inbox AppAction

Input fields[3]

Field	Type
Published Inbox App IDRequired	text
UserRequired	choice
Subscription URLRequired	text

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Status	number
Name	text

3other output fields

Make an Api Calluniversal

Input fields[3]

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Merge TemplateAction

Input fields[3]

Field	Type
Template	choice
Merge Person	choice
Recipients	object
To	array

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Is mobile	number

5other output fields

Merge Text Message TemplateAction

Input fields[3]

Field	Type
Template	choice
Merge Person	choice
Recipients	object
To	array

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Is mobile	number

5other output fields

Update Action Plan PersonAction

Input fields[3]

Field	Type
IDRequired	choice
Person IDRequired	choice
Action plan IDRequired	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Person ID	number
Action plan ID	number
Status	text

Update AppointmentAction

Input fields[3]

Field	Type
IDRequired	choice
Send Invitation	boolean
TitleRequired	text
Description	text
Invitees	text
All day	boolean
StartRequired	text

5other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Title	text
Description	text

14other output fields

Update Appointment OutcomeAction

Input fields[3]

Field	Type
IDRequired	choice
Name	text
Order weight	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

Update Appointment TypeAction

Input fields[3]

Field	Type
IDRequired	choice
Name	text
Order weight	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number

Update Automation PersonAction

Input fields[3]

Field	Type
IDRequired	choice
Status	choice

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Created by	text
Updated by	text

4other output fields

Update CallAction

Input fields[3]

Field	Type
IDRequired	choice
Person IDRequired	choice
PhoneRequired	text
Is incomingRequired	boolean
Note	text
Outcome	text
Duration	number

4other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Phone	text
Person ID	number

8other output fields

Update Custom FieldAction

Input fields[3]

Field	Type
IDRequired	choice
LabelRequired	text
TypeRequired	choice
Choices	array
Item	text
Is recurring	boolean
Hide if empty	boolean
Order weight	number

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean

Update DealAction

Input fields[3]

Field	Type
IDRequired	choice
Name	text
Stage ID	choice
Description	text
People IDs	array
People ID	choice
User IDs	array
User ID	choice
Price	number

9other input fields

Output fields[3]

Field	Type
Name	text
Stage ID	number
Description	text
Projected close date	date
Earnest money due date	date
Mutual acceptance date	date
Due diligence date	date

11other output fields

Update Deal AttachmentAction

Input fields[3]

Field	Type
IDRequired	text
URI	text
File name	text
File size	number

Output fields[3]

Field	Type
Deal ID	number
File name	text
File size	number
ID	number
MIME type	text
URI	url
Thumbnail URI	url

4other output fields

Update Deal Custom FieldAction

Input fields[3]

Field	Type
IDRequired	choice
LabelRequired	text
TypeRequired	choice
Choices	array
Item	text
Is recurring	boolean
Hide if empty	boolean
Order weight	number

1other input field

Output fields[3]

Field	Type
ID	number
Label	text
Name	text
Type	text
Is recurring	boolean
Order weight	number
Hide if empty	boolean

1other output field

Update Em CampaignAction

Input fields[3]

Field	Type
IDRequired	choice
Origin	text
Origin ID	text
Name	text
Subject	text
Body HTML	text

Output fields[3]

Field	Type
ID	number
Origin	text
Origin ID	text
Name	text
Subject	text
Body HTML	text

Update GroupAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
Distribution	choice
UsersRequired	array
User	choice
Type	choice
Claim window	number
Default group ID	choice

2other input fields

Output fields[3]

Field	Type
ID	number
Name	text
Type	text
Distribution	text
Default user ID	text
Default pond ID	text
Default group ID	text

4other output fields

Update Inbox App ConversationAction

Input fields[3]

Field	Type
Inbox app IDRequired	text
Ext conversation IDRequired	text
Subject	text
Archived	boolean
Permanently archived	boolean
Person	object
ID	number
Name	text
Email	text
Phone	text
Assigned user ID	choice

1other input field

Output fields[3]

Field	Type
External conversation ID	text
Created	date
Updated	date
Created by ID	text
Updated by ID	text
Owner user ID	number
Owner shared inbox ID	number

6other output fields

Update Inbox App MessageAction

Input fields[3]

Field	Type
Inbox App IDRequired	text
ID	number
External Message ID	text
Delivery Status	choice
Delivery Status Error Message	text

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Sent at	date
Delivery status	text
Delivery status error message	text
Created by ID	number

7other output fields

Update NoteAction

Input fields[3]

Field	Type
IDRequired	text
Person IDRequired	choice
Subject	text
Body	text
Is HTML	boolean

Update People RelationshipAction

Input fields[3]

Field	Type
IDRequired	choice
Person ID	choice
First name	text
Last name	text
Type	text
Emails	array
ValueRequired	text
Type	text
Is primary	boolean
Phones	array
ValueRequired	text
Is primary	boolean
Type	text

1other input field

Output fields[3]

Field	Type
Value	text
Type	text
Status	text
Is primary	number
Normalized	text

Update PersonAction

Input fields[3]

Field	Type
IDRequired	choice
Merge Tags	boolean
Created at	date
First name	text
Last name	text
Stage	text
Source	text

15other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created via	text
Last activity	date
Name	text
First name	text

17other output fields

Update Person AttachmentAction

Input fields[3]

Field	Type
SystemRequired	text
System KeyRequired	text
IDRequired	text
Person IDRequired	choice
URIRequired	text
File nameRequired	text
File size	number

Output fields[3]

Field	Type
Person ID	number
File name	text
File size	text
ID	number
Mime type	text
URI	url
Thumbnail URI	text

4other output fields

Update PipelineAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
Description	text
Stages	array
NameRequired	text
Description	text
Order weight	number
Color	text
Closed stageRequired	boolean
Order weight	number

Output fields[3]

Field	Type
Name	text
Description	text
Order weight	number
Stages	array
Name	text
Description	text
Order weight	number
Color	text
Closed stage	boolean

Update PondAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
User IDRequired	choice
User IDsRequired	array
User ID	choice

Output fields[3]

Field	Type
ID	number
Name	text
User ID	number
User IDs	array
Item	number

Update StageAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
Order weight	number

Output fields[3]

Field	Type
ID	number
Name	text
Order weight	number
Is protected	boolean
People count	number

Update TaskAction

Input fields[3]

Field	Type
IDRequired	choice
Person IDRequired	choice
Assigned to	text
Assigned user ID	choice
Name	text
Type	choice
Is completed	boolean

3other input fields

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Completed	date
Created by	text
Updated by	text
Person ID	number

7other output fields

Update TeamAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
User IDsRequired	array
User ID	choice
Leader IDs	array
Leader ID	choice

Update TemplateAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
SubjectRequired	text
BodyRequired	text
Is shared	boolean

Output fields[3]

Field	Type
ID	number
Created	date
Updated	date
Created by ID	number
Updated by ID	number
Name	text
Is mobile	number

6other output fields

Update Text Message TemplateAction

Input fields[3]

Field	Type
IDRequired	choice
NameRequired	text
MessageRequired	text
Is shared	boolean

Output fields[3]

Field	Type
ID	number
Name	text
Total sent	number
Total replies	number
Message	text
Is shared	boolean
Created by	number

5other output fields

Templates

Look for Follow Up Boss templates in the WEXTL template library.

Browse templates →

Explore alternative apps

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References

WEXTL® Follow Up Boss Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for Follow Up Boss.
WEXTL® visual workflow builder data.

Last updated: Aug 4, 2026 19:49

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