Connect Follow Up Boss and Trello to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an Action
Automatically do this!
Create Board
Create Trello Card
Update Card
Add Comment to Card
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label To Card
Add Member to Card
Create Checkitem on Checklist
Create Label
Find Member
Find Label on Board
Find Or Create List
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List All Lists On Board
Find Card
List Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Add Comment to Card
Remove Member From Card
Ready to use Follow Up Boss and Trello automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
New/Updated Board
Triggers when a new board is added or updated
Do thisActions
Action is the task that follows automatically within your Follow Up Boss integrations.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Create Board
Create a new board
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Step by step guides to integrate Follow Up Boss and Trello
Frequently Asked Questions
To start, connect both your Follow Up Boss and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in Trello (or vice versa).
Absolutely. You can customize how Follow Up Boss data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between Follow Up Boss and Trello typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Follow Up Boss and Trello. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn MoreAbout Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn More
