Follow Up Boss and Smsapi Integration

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Automatically send personalized SMS messages from Follow Up Boss via Smsapi based on lead status changes, using Latenode's visual editor for custom logic and affordable execution-based pricing.

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Follow Up Boss

Smsapi

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Follow Up Boss and Smsapi

Create a New Scenario to Connect Follow Up Boss and Smsapi

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 Smsapi will be your first step. To do this, click "Choose an app," find Follow Up Boss or Smsapi, 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.

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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.

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Follow Up Boss

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#1 Follow Up Boss

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Connect Follow Up Boss

Sign In

Run node once

Add the Smsapi Node

Next, click the plus (+) icon on the Follow Up Boss node, select Smsapi from the list of available apps, and choose the action you need from the list of nodes within Smsapi.

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Follow Up Boss

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Smsapi

Authenticate Smsapi

Now, click the Smsapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smsapi settings. Authentication allows you to use Smsapi through Latenode.

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Follow Up Boss

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Smsapi

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Sign In

Run node once

Configure the Follow Up Boss and Smsapi Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Smsapi Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Follow Up Boss and Smsapi 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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Trigger on Webhook

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Save and Activate the Scenario

After configuring Follow Up Boss, Smsapi, 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 Smsapi integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Smsapi (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 Smsapi

Follow Up Boss + Smsapi + Google Sheets: When a new text message is sent via Smsapi, this automation logs the message details, including the contact and message content, to a designated Google Sheet for comprehensive tracking and analysis within Follow Up Boss.

Calendly + Follow Up Boss + Smsapi: When a new meeting is scheduled via Calendly, this automation finds the corresponding person in Follow Up Boss and sends them an SMS reminder via Smsapi a specified time before the meeting, helping to improve attendance rates.

Follow Up Boss and Smsapi 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.

Related categories

About Smsapi

Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.

See how Latenode works

FAQ Follow Up Boss and Smsapi

How can I connect my Follow Up Boss account to Smsapi using Latenode?

To connect your Follow Up Boss account to Smsapi 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 Smsapi accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I send SMS on new Follow Up Boss lead?

Yes, you can! Latenode lets you instantly trigger SMSapi messages upon new leads in Follow Up Boss, ensuring timely engagement. Add custom logic and AI for personalized messages, boosting conversion.

What types of tasks can I perform by integrating Follow Up Boss with Smsapi?

Integrating Follow Up Boss with Smsapi allows you to perform various tasks, including:

  • Automatically send SMS reminders before scheduled Follow Up Boss appointments.
  • Create personalized SMS marketing campaigns based on Follow Up Boss lead segments.
  • Send automated follow-up SMS messages after a call is logged in Follow Up Boss.
  • Update Follow Up Boss lead stages based on SMS interactions and keywords.
  • Trigger SMS alerts to team members for high-priority Follow Up Boss leads.

How secure is Follow Up Boss data within Latenode workflows?

Latenode employs enterprise-grade encryption and security protocols, ensuring your Follow Up Boss data remains protected throughout all workflow executions.

Are there any limitations to the Follow Up Boss and Smsapi integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • SMS sending limits are governed by your Smsapi plan.
  • Complex conditional logic may require JavaScript coding within Latenode.
  • Initial setup requires valid API keys for both Follow Up Boss and Smsapi.

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