AI agents for Follow Up Boss

Find contacts

Finds contacts (people), newest first, by name (partial), email, phone, stage (like Lead, Active Client, Past Client), tags, lead source or assigned agent, or changed or active since a time.

Get a contact

Reads one contact by ID with all fields: names, stage, source, assignedTo, emails, phones, addresses, tags, price, background, collaborators, custom fields, lastActivity and created.

List tasks

Lists tasks for a contact or an agent, optionally only due today, overdue or upcoming, or (not) completed.

List a contact's activity

Lists lead events (registrations, inquiries, property views and saves, calls …), newest first, for one contact or of some types.

List stages

Lists the account's contact stages in pipeline order.

List agents and users

Lists the account's users (owner, brokers, agents, lenders), optionally by role or exact name or email.

Send in a lead or lead activity

Sends a lead or an activity of a lead into Follow Up Boss, the way a website or portal does.

Update a contact

Changes a contact's stage, assigned agent, names, price, background or contacted flag, and adds tags (kept beside the existing ones).

Add a note to a contact

Adds a note with an optional subject to a contact's timeline (plain text, or HTML with is_html).

Create a task

Creates a follow-up task on a contact (a call, text, email, showing, appointment …) due on a date or at a time, assigned to an agent (default: the key's user), with an optional reminder.