Update Follow Up Boss contact when HubSpot deal stage changes
Other popular Follow Up Boss workflows and automations
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Create Follow Up Boss contact from SMS tag
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Post Follow Up Boss contact to Slack
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Create or update HubSpot contact for new HubSpot contacts
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Notify Slack when Follow Up Boss creates a contact
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Add Follow Up Boss note from Email tag
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Create Follow Up Boss contact from Calendly booking
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Send SMS when Follow Up Boss creates a new deal
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Email Follow Up Boss contact on new Typeform response
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Automate Follow Up Boss and Todoist from your AI assistant
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Create your own Follow Up Boss and Todoist 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.
21 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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new appointment is created in Follow Up Boss.
New completed 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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time a task is marked as completed in Todoist.
New completed task with label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time a task is marked as completed with a label you specify.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new task is created in Follow Up Boss.
New task created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time you create a new task in Todoist.
New task created in section
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time you create a new task in a Todoist section.
New task created with label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time you create a new task with a label you specify.
Find contact by email
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
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.
History of completed task with label
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.
This query returns a list of every time a task was marked as completed with a label you specified. NOTE: Labels are only supported for Todoist Premium users.
History of completed tasks
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.
This query returns a list of every time a task is marked as? ?completed in Todoist.
History of tasks created
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.
This query returns a list of every time you create a new task in Todoist.
History of tasks created with label
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.
This query returns a list of every time you create a new task with a label you specify. NOTE: Labels are only supported for Todoist Premium users.
Recent notes for contact
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.
Create task
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 create a new task in the project and section you specify.
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.
Create task
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 create a new task in the project and section you specify.
Find contact by email
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
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.
History of completed task with label
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.
This query returns a list of every time a task was marked as completed with a label you specified. NOTE: Labels are only supported for Todoist Premium users.
History of completed tasks
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.
This query returns a list of every time a task is marked as? ?completed in Todoist.
History of tasks created
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.
This query returns a list of every time you create a new task in Todoist.
History of tasks created with label
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.
This query returns a list of every time you create a new task with a label you specify. NOTE: Labels are only supported for Todoist Premium users.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new appointment is created in Follow Up Boss.
New completed 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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time a task is marked as completed in Todoist.
New completed task with label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time a task is marked as completed with a label you specify.
Build an automation in seconds!
If
Select a trigger the automation will use
New appointment
New completed task
New completed task with label
New contact
New deal
New note
New task
New task created
New task created in section
New task created with label
Then
Select an action the automation will perform
Add note to contact
Create contact
Create task
Update contact stage
You can add delays, queries, and more actions in the chat.
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Follow Up Boss and Todoist tips, tools, and resources
More on Follow Up Boss and Todoist
About Follow Up Boss
Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.
About Todoist
Todoist is a to-do list app and online task manager that works across 15 different platforms including Web, iOS, Android, Google Chrome, Mac, and Outlook. Turn on Applets to quickly and automatically create new tasks, and sync or share tasks across other systems and services. Download the Todoist app today and start automating with IFTTT.