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Follow Up Boss to Slack integrations

Automate your workflows between Follow Up Boss and Slack with IFTTT.
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Create your own Follow Up Boss and Slack workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

12 triggers, queries, and actions

New appointment

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.

New contact

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.

New deal

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new deal is created in Follow Up Boss.

New note

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new note is added to a contact in Follow Up Boss.

New task

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new task is created in Follow Up Boss.

Find contact by email

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.

Get contact by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.

Recent notes for contact

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.

Add note to contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.

Create contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.

Post to channel

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a message to the channel you choose in Slack.

Update contact stage

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.

Add note to contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.

Create contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.

Find contact by email

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.

Get contact by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.

New appointment

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.

New contact

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.

New deal

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new deal is created in Follow Up Boss.

New note

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new note is added to a contact in Follow Up Boss.

New task

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new task is created in Follow Up Boss.

Post to channel

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a message to the channel you choose in Slack.

Recent notes for contact

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.

Update contact stage

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.

Build an automation in seconds!

You can add delays, queries, and more actions in the next step!

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How to connect to a Follow Up Boss automation

Find an automation using Follow Up Boss

Find an automation to connect to, or create your own!

Connect IFTTT to your Follow Up Boss account

Securely connect the Applet services to your respective accounts.

Finalize and customize your Applet

Review trigger and action settings, and click connect. Simple as that!
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About Slack

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