Gmail, Microsoft SharePoint Online, Follow Up Boss Integrations

Follow Up Boss
Gmail
Microsoft SharePoint Online
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GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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Triggers

Gmail

Watch emails

Triggers when a new email is received to be processed according to specified criteria.

Microsoft SharePoint Online

Watch Files/Folders

Triggers when a file or folder is created or updated in a specified site.

Microsoft SharePoint Online

Watch Items

Triggers when an item is created or modified.

Microsoft SharePoint Online

Watch Lists

Triggers when a list is created or modified.

Microsoft SharePoint Online

Watch Pages

Triggers when a page is modified.

Follow Up Boss

Watch Appointment Created INSTANT

Triggers when an appointment has been created.

Follow Up Boss

Watch Contact Stage Updated INSTANT

Triggers when a contact stage has been updated.

Follow Up Boss

Watch Deal Stage Updated INSTANT

Triggers when a deal stage has been updated.

Follow Up Boss

Watch New Contact INSTANT

Triggers when a contact has been created.

Follow Up Boss

Watch New Deal INSTANT

Triggers when a new deal has been created.

Follow Up Boss

Watch Tags Added to a Contact INSTANT

Triggers when tags have been added to a contact.

Actions

Gmail

Copy an email

Copies an email or a draft into a selected folder.

Gmail

Create a draft

Creates a new draft and adds it to a selected folder.

Gmail

Delete an email

Removes an email or a draft from a selected folder.

Gmail

Mark an email as read

Marks an email or a draft in a selected directory as read by setting the "Read" flag.

Gmail

Mark an email as unread

Marks an email or draft in a selected directory as unread by setting the "Unread" flag.

Gmail

Modify email labels

Modifies labels on the specified email message.

Gmail

Move an email

Moves a chosen email or a draft to a selected folder.

Gmail

Send an email

Sends a new email.

Microsoft SharePoint Online

Create a List

Creates a new list.

Microsoft SharePoint Online

Create an Item

Creates a new item.

Microsoft SharePoint Online

Delete an Item

Deletes an Item.

Microsoft SharePoint Online

Download a File

Downloads a file in a specified site.

Microsoft SharePoint Online

Get a List

Returns the data of a specified list.

Microsoft SharePoint Online

Get an Item

Returns the data of a specified item.

Microsoft SharePoint Online

Get a Page

Returns the data of a specified page.

Microsoft SharePoint Online

Get a Site

Returns the data of a specified site.

Microsoft SharePoint Online

Make an API Call

Performs an arbitrary authorized API call.

Microsoft SharePoint Online

Publish a Page

Publishes the latest version of a page.

Microsoft SharePoint Online

Update an Item

Updates an existing item.

Microsoft SharePoint Online

Upload a File

Uploads a new file to a specified site.

Follow Up Boss

Add Tags to a Contact

Adds tags to a contact.

Follow Up Boss

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Follow Up Boss

Create a Contact

Creates a new contact.

Follow Up Boss

Create a Deal

Creates a new deal.

Follow Up Boss

Create an Inquiry or a Website Event

Sends in a lead or event related to a lead.

Follow Up Boss

Create a Note

Creates a note on a contact.

Follow Up Boss

Create a Task

Create a task for a contact.

Follow Up Boss

Delete a Contact

Deletes a contact specified by ID.

Follow Up Boss

Delete a Deal

Deletes a deal specified by ID.

Follow Up Boss

Delete a Note

Deletes a note specified by ID.

Follow Up Boss

Delete a Task

Deletes a task specified by ID.

Follow Up Boss

Get a Call

Retrieves a call details specified by ID.

Follow Up Boss

Get a Contact

Retrieves a contact details specified by ID.

Follow Up Boss

Get a Deal

Retrieves details of a deal specified by ID.

Follow Up Boss

Get a Note

Retrieves details of a note specified by ID.

Follow Up Boss

Get a Task

Retrieves a task details specified by ID.

Follow Up Boss

Log a Call

Logs a call on a contact.

Follow Up Boss

Make an API Call

Performs an arbitrary API call.

Follow Up Boss

Update a Contact

Updates a client specified by ID.

Follow Up Boss

Update a Deal

Updates a deal specified by ID.

Follow Up Boss

Update an Action Plan for a Contact

Allows to resume or to pause an action plan for a specific contact.

Follow Up Boss

Update a Note

Updates a note specified by ID.

Follow Up Boss

Update a Task

Updates a task specified by ID.

Iterators

Gmail

Iterate attachments

Iterates through received attachments.

Searches

Microsoft SharePoint Online

List Items

Retrieves a list of all items in a specified list.

Microsoft SharePoint Online

List Lists

Retrieves a list of all lists.

Microsoft SharePoint Online

List Pages

Retrieves a list of all pages.

Microsoft SharePoint Online

Search Sites

Searches for sites by the searching parameter.

Follow Up Boss

Search Calls

Searches for calls.

Follow Up Boss

Search Contacts

Searches for contacts.

Follow Up Boss

Search Deals

Searches for deals.

Follow Up Boss

Search Notes

Searches for notes.

Follow Up Boss

Search Tasks

Searches for tasks.