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How to connect Monday and Follow Up Boss
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Follow Up Boss will be your first step. To do this, click "Choose an app," find Monday or Follow Up Boss, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Follow Up Boss Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Monday, 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 Monday and Follow Up Boss integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Follow Up Boss
Follow Up Boss + Monday + Slack: When a deal reaches a specific stage in Follow Up Boss, a new project is created in Monday and a notification is sent to the sales team in Slack to inform them about the new project.
Monday + Google Sheets + Follow Up Boss: When a new project is created in Monday, the project details are added to a Google Sheet. The client's information in Follow Up Boss is then updated with the new project details from Google Sheets.
Monday and Follow Up Boss integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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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FAQ Monday and Follow Up Boss
How can I connect my Monday account to Follow Up Boss using Latenode?
To connect your Monday account to Follow Up Boss on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Follow Up Boss accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new Follow Up Boss leads?
Yes, you can! Latenode lets you instantly create Monday items from new Follow Up Boss leads. Centralize lead info for improved team visibility and faster response times, all without coding!
What types of tasks can I perform by integrating Monday with Follow Up Boss?
Integrating Monday with Follow Up Boss allows you to perform various tasks, including:
- Create new Monday items for each new Follow Up Boss contact.
- Update Monday items when a Follow Up Boss deal stage changes.
- Add Follow Up Boss contacts to Monday groups based on lead source.
- Trigger Follow Up Boss actions when a Monday task is completed.
- Sync contact information between Monday and Follow Up Boss.
Can I use JavaScript code to transform data between Monday and Follow Up Boss?
Yes! Latenode’s JavaScript blocks enable you to customize data transformations, enriching data beyond basic field mappings between Monday and Follow Up Boss.
Are there any limitations to the Monday and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration requires manual setup, not automated transfer.
- Complex conditional logic may require JavaScript or AI block customization.
- Rate limits from Monday and Follow Up Boss can affect high-volume workflows.
