Beyond-Bot.ai + 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.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Follow Up Boss.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Follow Up Boss.

Trigger Workflows

Start automated workflows in Follow Up Boss based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Follow Up Boss.

Apply Action Plan To Person

Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.

Create Appointment

Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.

Create Appointment Outcome

Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.

Create Appointment Type

Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.

Create Call

Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.

Create Custom Field

Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.

Create Deal Custom Field

Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.

Create Deal

Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.

Create Email Marketing Campaign

Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.

Create Email Marketing Events

Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.

Create Events

Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.

Create Group

Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.

Create Pipeline

Tool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and modify pipelines.

Create Ponds

Tool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.

Create Reactions

Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.

Create Stage

Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.

Create Team

Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.

Create Email Template

Tool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.

Create Text Message Template

Tool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.

Delete Appointment

Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.

Delete Appointment Outcome

Tool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.

Delete Appointment Type

Tool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.

Delete Custom Field

Tool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.

Delete Deal

Tool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.

Delete Deal Custom Field

Tool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.

Delete Group

Tool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.

Delete People Relationship

Tool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.

Delete Pipeline

Tool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeline and all associated data.

Delete Pond

Tool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.

Delete Stage

Tool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.

Delete Team

Tool to delete a team by its ID. Use when you need to remove a team from Follow Up Boss. Optionally merge team members to another team before deletion.

Delete Text Message Template

Tool to delete a text message template by ID. Use when you need to remove a text message template. Note: If the template is in use by an Action Plan, you will get a 403 Forbidden response. Use GET /textMessageTemplates/:id to check which Action Plans are using it before deletion.

Get Appointment

Tool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.

Get Appointment Outcome

Tool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.

Get Appointment Type

Tool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.

Get Call

Tool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.

Get Deal

Tool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.

Get Deal Custom Field

Tool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.

Get Event

Tool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.

Get Group

Tool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.

Get Identity

Tool to retrieve identity and authentication information from Follow Up Boss. Use when you need to verify the authenticated user's account and user details.

Get Me

Tool to retrieve information about the currently authenticated user. Use when you need to fetch details about the authenticated user's account, settings, or permissions.

Get People Relationship

Tool to retrieve a people relationship by its ID from Follow Up Boss. Use when you need to fetch details about a specific relationship between contacts.

Get Pipeline

Tool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.

Get Ponds

Tool to retrieve a pond by its ID from Follow Up Boss. Use when you need to fetch details about a specific pond group.

Get Smart List

Tool to retrieve a Smart List by its ID from Follow Up Boss. Use when you need to fetch details about a specific Smart List.

Get Stage

Tool to retrieve a stage by its ID from Follow Up Boss. Use when you need to fetch details about a specific stage.

Get Team

Tool to retrieve a team by its ID from Follow Up Boss. Use when you need to fetch details about a specific team.

Get Template

Tool to retrieve an email template by its ID from Follow Up Boss. Use when you need to fetch details about a specific template, optionally with merge fields populated for a person.

Get Text Message

Tool to retrieve a text message by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message record.

Get Text Message Template

Tool to retrieve a text message template by its ID from Follow Up Boss. Use when you need to fetch details about a specific text message template, including its content, usage statistics, and associated action plans.

Get User

Tool to retrieve a user by its ID from Follow Up Boss. Use when you need to fetch details about a specific user.

List Action Plans

Tool to get a list of Action Plans from Follow Up Boss. Use when you need to retrieve available action plans with optional filtering by status, names, or IDs, and support for pagination and sorting.

List Action Plans People

Tool to list Action Plans applied to a particular person or list people on a particular Action Plan. Use when you need to retrieve action plan assignments, optionally filtered by person or action plan.

List Appointment Outcomes

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

List Appointments

Tool to search for appointments in Follow Up Boss. Use when you need to retrieve a list of appointments, optionally filtered by person, user, or date range. Supports pagination for large result sets.

List Appointment Types

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

List Calls

Tool to search for calls in Follow Up Boss. Use when you need to retrieve a list of calls with optional filtering by person ID or phone numbers.

List Custom Fields

Tool to list all custom fields in Follow Up Boss. Use when you need to retrieve custom field definitions, optionally filtered by label or sorted by specific fields.

List Deal Custom Fields

Tool to list all deal custom fields in Follow Up Boss. Use when you need to retrieve deal custom field definitions, optionally filtered by label or sorted by specific fields.

List Deals

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.

List Email Marketing Campaigns

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

List Email Marketing Events

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.

List Events

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.

List Groups

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.

List Groups Round Robin

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

List Inbox Apps

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.

List People Relationships

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.

List Pipelines

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.

List Ponds

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

List Smart Lists

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.

List Stages

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

List Team Inboxes

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.

List Teams

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.

List Templates

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

List Text Messages

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.

List Text Message Templates

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

List Timeframes

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

List Users

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.

List Webhooks

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.

Merge Template

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.

Merge Text Message Template

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.

Update Action Plan People Status

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.

Update Appointment

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.

Update Appointment Outcome

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.

Update Appointment Type

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.

Update Call

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.

Update Custom Fields

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.

Update Deal Custom Fields

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.

Update Deal

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.

Update Email Marketing Campaign

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.

Update Group

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.

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.

Update Pipeline

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.

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.

Update Stage

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

Update Team

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

Update Email Template

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.

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.