Follow Up Boss

Connect a Follow Up Boss account by saving your personal API Key, after checking it actually works.

Disconnect a Follow Up Boss account: deletes the saved API Key.

List the connected Follow Up Boss accounts.

Read the connected Follow Up Boss account's identity: account name, your user name/email, and your role.

List people (contacts) in the connected Follow Up Boss account, with search/stage/tag/agent filters.

Read one person in full, including emails/phones/tags/custom fields.

Create a person record directly (admin/back-office use). For a NEW inbound lead, use create_lead_event instead -- it dedupes, notifies the agent, and runs automations; this endpoint does none of that.

Update selected fields of an existing person. Note: source/sourceUrl can only be set on creation, not changed here.

Permanently delete a person record. Cannot be undone.

Record a NEW inbound lead the recommended Follow Up Boss way (POST /events) -- dedupes against existing contacts, notifies the assigned agent, applies Action Plans/Automations, and runs Lead Flow assignment. Use this instead of create_person for any new lead.

List recorded lead events (inquiries, property views, registrations), optionally filtered to one person.

List deals (transactions), optionally filtered by pipeline, stage, or linked person.

Read one deal in full.

Create a new deal (transaction) in a pipeline stage, optionally linked to a person and price.

Update selected fields of an existing deal (name, stage, price, status).

Permanently delete a deal. Cannot be undone.

List pipelines and their stages (read-only -- pipelines/stages are configured inside Follow Up Boss itself).

List notes, optionally filtered to one person.

Add a note to a person's timeline.

Update an existing note's subject and/or body.

Permanently delete a note.

List tasks, optionally filtered by person, assigned agent, or completion status.

Create a follow-up task against a person.

Update a task's name, due date, or mark it completed.

Permanently delete a task.

List logged calls, optionally filtered by person or user.

Log a call made or received with a person, with duration/outcome/note.

List SMS/text message history, optionally filtered to one person.

Send an SMS text message to a person through Follow Up Boss's own texting feature.

List saved SMS templates.

Create a reusable SMS template.

Update an existing SMS template's name and/or text.

Permanently delete an SMS template.

List appointments/showings, optionally filtered by person or assigned agent.

Schedule a new appointment (e.g. a showing or listing presentation) with a person.

Update an appointment's title/timing, or record its outcome (Held/Cancelled/No Show).

Permanently delete an appointment.

List the appointment type options configured on this account (e.g. 'Buyer Showing', 'Listing Presentation').

List the appointment outcome options configured on this account (e.g. 'Showed', 'No Show', 'Cancelled').

List custom field definitions configured on this Follow Up Boss account.

Create a new custom field on this Follow Up Boss account (text, date, number, or dropdown).

Add one or more tags to a person.

Remove one or more tags from a person.

List users (agents/staff) on this Follow Up Boss account.

List teams configured on this Follow Up Boss account.

List Ponds (shared lead pools agents can claim from) configured on this account.

List webhook subscriptions configured on this Follow Up Boss account (Account Owner role required by FUB).

Subscribe to a Follow Up Boss event (e.g. peopleCreated, peopleStageUpdated, callCreated) -- FUB will POST to your URL.

Permanently remove a webhook subscription.

List Smart Lists (saved dynamic filters) configured on this Follow Up Boss account.

List the people currently matching one Smart List's saved filter.

List a person's linked relationships (e.g. spouse, co-buyer, referral source).

Link two people together with a named relationship (e.g. spouse, co-buyer).

Permanently remove a relationship link between two people.

List Action Plans configured on this account (legacy multi-step nurture sequences -- see also list_automations for Automations 2.0).

Enroll a person into an Action Plan (starts its sequence of steps).

Remove a person from an Action Plan (stops its remaining steps).

List Automations 2.0 configured on this account (the newer trigger-based rules engine).

Manually run an Automation against one person, outside of its normal trigger condition.

List saved email templates on this Follow Up Boss account.

Create a reusable email template.

Flag leads created recently whose first logged response (call, text, note, or task completion) took longer than a threshold -- surfaces slow lead follow-up before it costs a deal.

Summarize one (or all) pipelines: deal count and total value per stage, plus how many deals in each stage look stale (no update in 30+ days).

List every incomplete task whose due date has already passed, optionally for one agent -- the team's follow-up backlog in one call.

Summarize each agent's logged activity (calls, texts, notes, completed tasks, held appointments) over a recent window -- a coaching/accountability snapshot.

Flag people in an active (non-closed) stage with no logged activity for N+ days -- leads quietly going cold without anyone noticing.