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Automate personalized follow-ups in Follow Up Boss using AI-generated content from OpenAI Responses. Latenode's visual editor makes it easy, and its execution-based pricing makes scaling smarter. Customize prompts and logic with JavaScript for unique agent workflows.
Connect Follow Up Boss and OpenAI Responses in minutes with Latenode.
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Create a New Scenario to Connect Follow Up Boss and OpenAI Responses
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 OpenAI Responses will be your first step. To do this, click "Choose an app," find Follow Up Boss or OpenAI Responses, 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 OpenAI Responses Node
Next, click the plus (+) icon on the Follow Up Boss node, select OpenAI Responses from the list of available apps, and choose the action you need from the list of nodes within OpenAI Responses.
Follow Up Boss
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OpenAI Responses
Authenticate OpenAI Responses
Now, click the OpenAI Responses node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenAI Responses settings. Authentication allows you to use OpenAI Responses through Latenode.
Configure the Follow Up Boss and OpenAI Responses 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 OpenAI Responses Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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OpenAI Responses
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, OpenAI Responses, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Follow Up Boss and OpenAI Responses integration works as expected. Depending on your setup, data should flow between Follow Up Boss and OpenAI Responses (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + OpenAI Responses + Slack: When a new person is added to Follow Up Boss, their information is sent to OpenAI to generate a summary of potential interests and needs. This summary is then posted to a designated Slack channel to inform the team.
Follow Up Boss + OpenAI Responses + Google Sheets: When a new person is added to Follow Up Boss, their information is sent to OpenAI for analysis. The AI's insights are then logged in a Google Sheet for tracking patterns and refining sales strategies.
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 OpenAI Responses
Need AI-powered text generation? Use OpenAI Responses in Latenode to automate content creation, sentiment analysis, and data enrichment directly within your workflows. Streamline tasks like generating product descriptions or classifying customer feedback. Latenode lets you chain AI tasks with other services, adding logic and routing based on results β all without code.
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How can I connect my Follow Up Boss account to OpenAI Responses using Latenode?
To connect your Follow Up Boss account to OpenAI Responses on Latenode, follow these steps:
Can I automatically personalize follow-up emails?
Yes, you can! Latenode lets you trigger personalized OpenAI Responses emails based on Follow Up Boss deal stages. Increase engagement with dynamic content effortlessly.
What types of tasks can I perform by integrating Follow Up Boss with OpenAI Responses?
Integrating Follow Up Boss with OpenAI Responses allows you to perform various tasks, including:
Can I use custom logic with Follow Up Boss on Latenode?
Yes! Latenode's JavaScript blocks let you add custom logic, enhancing Follow Up Boss automations beyond simple integrations.
Are there any limitations to the Follow Up Boss and OpenAI Responses integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: