+are joining forces |Read moreabout the journey ahead!

Wealthbox, MySQL, Follow Up Boss Integrations

Follow Up Boss
MySQL
Wealthbox
Try Integromat for FREE
No credit card. You'll love it.

What is Integromat?

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

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

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

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

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

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

MySQL

Select row(s) from a table

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.