How to connect Confluence and Follow Up Boss
Create a New Scenario to Connect Confluence and Follow Up Boss
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Follow Up Boss will be your first step. To do this, click "Choose an app," find Confluence or Follow Up Boss, and select the appropriate trigger to start the scenario.

Add the Confluence Node
Select the Confluence node from the app selection panel on the right.

Confluence
Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Follow Up Boss Node
Next, click the plus (+) icon on the Confluence node, select Follow Up Boss from the list of available apps, and choose the action you need from the list of nodes within Follow Up Boss.

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Authenticate Follow Up Boss
Now, click the Follow Up Boss node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Follow Up Boss settings. Authentication allows you to use Follow Up Boss through Latenode.
Configure the Confluence and Follow Up Boss Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Confluence and Follow Up Boss Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Follow Up Boss
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Confluence, Follow Up Boss, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Confluence and Follow Up Boss integration works as expected. Depending on your setup, data should flow between Confluence and Follow Up Boss (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Confluence and Follow Up Boss
Confluence + Follow Up Boss + Slack: When a new page is created in Confluence, search Follow Up Boss for people mentioned in the Confluence page and send a Slack message to a designated channel, notifying the team about the Confluence update and the mentioned contact.
Follow Up Boss + Google Sheets + Confluence: When a deal's stage is updated in Follow Up Boss, the information is logged to a Google Sheet. A summary report is then generated in Confluence, based on the updated data from the Google Sheet.
Confluence and Follow Up Boss integration alternatives
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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See how Latenode works
FAQ Confluence and Follow Up Boss
How can I connect my Confluence account to Follow Up Boss using Latenode?
To connect your Confluence account to Follow Up Boss on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Confluence and click on "Connect".
- Authenticate your Confluence and Follow Up Boss accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Confluence pages from new Follow Up Boss deals?
Yes, you can! Latenode’s flexible visual editor lets you create workflows that trigger page creation in Confluence whenever a new deal appears in Follow Up Boss, saving time and keeping your team informed.
What types of tasks can I perform by integrating Confluence with Follow Up Boss?
Integrating Confluence with Follow Up Boss allows you to perform various tasks, including:
- Creating Confluence pages from new Follow Up Boss leads automatically.
- Updating Confluence pages when deal stages change in Follow Up Boss.
- Adding Follow Up Boss contact details to existing Confluence pages.
- Generating summary reports in Confluence based on Follow Up Boss data.
- Triggering Follow Up Boss tasks from updates to Confluence pages.
How can I customize data transfer between Confluence and Follow Up Boss?
Latenode's JavaScript code blocks allow for custom data transformations, giving you full control over what data gets transferred and how.
Are there any limitations to the Confluence and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows with many steps may require more processing time.
- Initial setup requires you to have appropriate permissions in both apps.
- Real-time updates depend on the API availability of Confluence and Follow Up Boss.