Onfleet, Follow Up Boss Integrations

Follow Up Boss
Onfleet
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Triggers

Onfleet

Watch Recipient SMS Response Missed INSTANT

Triggers when the recipient responds to a notification via SMS, but the organization is unable to handle it at that time.

Onfleet

Watch Task Arrival INSTANT

Triggers when worker is arriving, at or closer than the threshold value provided, in meters.

Onfleet

Watch Task Assigned INSTANT

Triggers when a task has been assigned to a worker.

Onfleet

Watch Task Cloned INSTANT

Triggers when a task has been cloned.

Onfleet

Watch Task Completed INSTANT

Triggers when a task has been completed by the worker.

Onfleet

Watch Task Created INSTANT

Triggers when a new task is created.

Onfleet

Watch Task Delayed INSTANT

Triggers when the delay time is greater than or equal to the threshold value provided, in seconds.

Onfleet

Watch Task Deleted INSTANT

Triggers when a task is deleted.

Onfleet

Watch Task ETA INSTANT

Triggers when a worker ETA is less than or equal to the threshold value provided, in seconds.

Onfleet

Watch Task Failed INSTANT

Triggers when a task has failed.

Onfleet

Watch Task Started INSTANT

Triggers when a task has been started by a worker.

Onfleet

Watch Task Unassigned INSTANT

Triggers when a task has been unassigned from a worker.

Onfleet

Watch Task Updated INSTANT

Triggers when a task has been updated, including assignment, feedback, and attachment (photo, signature) changes.

Onfleet

Watch Worker Duty INSTANT

Triggers when a worker status has changed (0 for off-duty, 1 for on-duty).

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

Onfleet

Create a Task

Creates a new task in the Onfleet dashboard.

Onfleet

Delete a Task

Deletes a task by its ID.

Onfleet

Get a Task

Returns a task's information by its ID.

Onfleet

Make an API Call

Performs an arbitrary authorized API call.

Onfleet

Update a Task

Updates a task by its ID.

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.

Searches

Onfleet

Search Tasks

Searches for tasks or lists them all.

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.

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