How to connect Follow Up Boss and iLovePDF
Create a New Scenario to Connect Follow Up Boss and iLovePDF
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 Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or iLovePDF will be your first step. To do this, click "Choose an app," find Follow Up Boss or iLovePDF, and select the appropriate trigger to start the scenario.

Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.


Follow Up Boss

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


Follow Up Boss
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iLovePDF


Authenticate iLovePDF
Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.
Configure the Follow Up Boss and iLovePDF 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 Follow Up Boss and iLovePDF 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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AI Anthropic Claude 3
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iLovePDF
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Follow Up Boss, iLovePDF, 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 Follow Up Boss and iLovePDF integration works as expected. Depending on your setup, data should flow between Follow Up Boss and iLovePDF (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Follow Up Boss and iLovePDF
Follow Up Boss + iLovePDF + Google Drive: When a new person is added to Follow Up Boss, their associated documents are converted to PDF using iLovePDF and then stored in Google Drive.
Follow Up Boss + iLovePDF + Slack: When a new deal is created in Follow Up Boss, the lease agreement is converted to PDF, and the responsible agent is notified via Slack.
Follow Up Boss and iLovePDF integration alternatives

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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About iLovePDF
Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.
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See how Latenode works
FAQ Follow Up Boss and iLovePDF
How can I connect my Follow Up Boss account to iLovePDF using Latenode?
To connect your Follow Up Boss account to iLovePDF on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Follow Up Boss and click on "Connect".
- Authenticate your Follow Up Boss and iLovePDF accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update deal documents?
Yes, you can. Latenode’s visual editor enables seamless automation—automatically convert updated Follow Up Boss deal info into new iLovePDF documents. Spend less time on manual updates!
What types of tasks can I perform by integrating Follow Up Boss with iLovePDF?
Integrating Follow Up Boss with iLovePDF allows you to perform various tasks, including:
- Automatically create personalized contracts when a deal stage changes.
- Generate reports from deal data and convert them to PDF format.
- Archive deal-related documents in a centralized, easily searchable PDF repository.
- Automatically split large deal-related documents into smaller, manageable files.
- Watermark confidential documents with the deal owner’s information.
How secure is Follow Up Boss data within Latenode workflows?
Latenode employs enterprise-grade security, including encryption and access controls, protecting your Follow Up Boss data at all times.
Are there any limitations to the Follow Up Boss and iLovePDF integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of free monthly iLovePDF document processing tasks depends on your iLovePDF subscription.
- Initial setup requires you to have appropriate permissions in both Follow Up Boss and iLovePDF.
- Very large files may take longer to process depending on available server resources.