# Follow Up Boss: what the assistant can do

> Everything the assistant can do in Follow Up Boss by text: 21 actions, with example texts, the Follow Up Boss API call behind each one, and which ones ask first or can be undone.

Source: https://asktack.com/docs/actions/follow-up-boss/

In Follow Up Boss, the assistant can find a contact, add a lead, add a note, log a call, create a task, change a contact's stage, tag a contact, remove a tag, assign to an agent, update phone or email, check off a task, see today's tasks, book an appointment, see recent activity, list action plans, start an action plan, pause an action plan, reschedule an appointment, cancel an appointment, log a text and log an email. You ask by text, in your own words.

**Status:** Available. How to connect, permissions and limits: [Follow Up Boss](https://asktack.com/docs/integrations/follow-up-boss/).

| What it does | Asks first? | Undo |
|---|---|---|
| Find a contact | No | – |
| Add a lead | If unsure | 10 minutes |
| Add a note | If unsure | 10 minutes |
| Log a call | If unsure | No |
| Create a task | If unsure | 10 minutes |
| Change a contact's stage | If unsure | 10 minutes |
| Tag a contact | If unsure | 10 minutes |
| Remove a tag | If unsure | 10 minutes |
| Assign to an agent | If unsure | 10 minutes |
| Update phone or email | If unsure | 10 minutes |
| Check off a task | If unsure | 10 minutes |
| See today's tasks | No | – |
| Book an appointment | If unsure | 10 minutes |
| See recent activity | No | – |
| List action plans | No | – |
| Start an action plan | Always | No |
| Pause an action plan | If unsure | 10 minutes |
| Reschedule an appointment | If unsure | 10 minutes |
| Cancel an appointment | Always | 10 minutes |
| Log a text | If unsure | 10 minutes |
| Log an email | If unsure | 10 minutes |

Asking first and undo follow the same rules for every tool: see [Confirmations and undo](https://asktack.com/docs/confirmations-and-undo/).

## Find a contact

Looks up a lead or client by name, email or phone and replies with their phone, email, stage and agent.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Follow Up Boss API call:** `GET /v1/people`
- **Action name:** `followupboss.find_person`

**Example texts:**

- "what's Maria Lopez's number?"
- "look up the Hendersons in Follow Up Boss"
- "who is 512-555-0142"

## Add a lead

Adds a new lead or contact (buyer, seller, open-house visitor) with their phone, email and what they're looking for.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `POST /v1/events`
- **Action name:** `followupboss.create_lead`

**Example texts:**

- "add Jake Ramirez 512-555-0188 as a buyer lead, wants 3 bed in Round Rock under 450k"
- "new lead from the open house at 123 Oak St: Priya Shah priya@shah.com"
- "put Tom Becker in FUB, wants to list his house on Elm, cell 737-555-0101"

## Add a note

Adds a note to a contact, for example how a showing, open-house chat or meeting went.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `POST /v1/notes`
- **Action name:** `followupboss.add_note`

**Example texts:**

- "note on the Hendersons: loved the Oak St house, want to see it again Saturday"
- "Maria Lopez is pre-approved for 450k with Gateway Mortgage"
- "add a note to Jake Ramirez: relocating from Denver in March"

## Log a call

Logs a phone call with a contact (the outcome and what you talked about) on their timeline.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** No. Change or remove it in the tool itself.
- **Follow Up Boss API call:** `POST /v1/calls`
- **Action name:** `followupboss.log_call`

**Example texts:**

- "called Maria Lopez, left a message"
- "just talked to the Hendersons, they want to offer on Oak St"
- "Jake Ramirez called me back, interested in the condo, 10 min call"

## Create a task

Creates a task (follow-up, call, showing…) on a contact, due at a date and time, assigned to you.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `POST /v1/tasks`
- **Action name:** `followupboss.create_task`

**Example texts:**

- "remind me to call Maria Lopez Tuesday at 10"
- "task: send the Hendersons comps for Oak St by Friday"
- "follow up with Jake Ramirez next Monday"

## Change a contact's stage

Moves a contact to another stage, for example Lead → Active Client → Pending → Closed.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/people/{id}`
- **Action name:** `followupboss.update_stage`

**Example texts:**

- "move the Hendersons to active client"
- "Maria Lopez is under contract, mark her pending"
- "Jake Ramirez closed today!"

## Tag a contact

Adds one or more tags to a contact, like 'Pre-approved', 'Investor' or a neighborhood.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/people/{id}?mergeTags=true`
- **Action name:** `followupboss.add_tag`

**Example texts:**

- "tag Maria Lopez pre-approved"
- "add tags investor and cash buyer to Jake Ramirez"
- "mark the Hendersons as VA loan"

## Remove a tag

Takes one or more tags off a contact.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/people/:id`
- **Action name:** `followupboss.remove_tag`

**Example texts:**

- "take the investor tag off Jake Ramirez"
- "remove pre-approved from Maria Lopez"
- "untag the Hendersons VA loan"

## Assign to an agent

Assigns a contact to an agent on your team (or to you). Asks first when it isn't sure.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/people/:id`
- **Action name:** `followupboss.assign_agent`

**Example texts:**

- "assign Jake Ramirez to Ben Ortiz"
- "give the Hendersons to Sarah"
- "put Maria Lopez on my list"

## Update phone or email

Makes a new phone number or email a contact's main one. The old one stays on file.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/people/:id`
- **Action name:** `followupboss.update_contact`

**Example texts:**

- "Maria Lopez's new cell is 512-555-0199"
- "update Jake Ramirez email to jake@ramirezhomes.com"
- "the Hendersons have a new number, 737-555-0111"

## Check off a task

Marks one of your open tasks done. Asks which one if several fit.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/tasks/:id`
- **Action name:** `followupboss.complete_task`

**Example texts:**

- "done with the call Maria Lopez task"
- "check off sending the Hendersons comps"
- "mark my follow up with Jake Ramirez complete"

## See today's tasks

Lists your open tasks due today (or another day), with times and contacts.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Follow Up Boss API call:** `GET /v1/tasks`
- **Action name:** `followupboss.list_tasks`

**Example texts:**

- "what are my tasks today?"
- "what's due in Follow Up Boss tomorrow"
- "any FUB follow ups for Monday?"

## Book an appointment

Puts a showing, listing appointment or meeting with a contact on your Follow Up Boss calendar. No invite is emailed.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `POST /v1/appointments`
- **Action name:** `followupboss.create_appointment`

**Example texts:**

- "showing with the Hendersons Saturday at 2 at 123 Oak St"
- "listing appointment with Tom Becker Thursday 4pm"
- "meet Maria Lopez at the office Monday 10am for an hour and a half"

## See recent activity

Shows a contact's latest notes and calls, newest first.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Follow Up Boss API call:** `GET /v1/notes`
- **Action name:** `followupboss.recent_activity`

**Example texts:**

- "what's the latest with Maria Lopez?"
- "show me the notes on the Hendersons"
- "when did I last talk to Jake Ramirez"

## List action plans

Lists your Follow Up Boss action plans, or the plans one contact is on and whether each is running or paused.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Follow Up Boss API call:** `GET /v1/actionPlans`
- **Action name:** `followupboss.list_action_plans`

**Example texts:**

- "what action plans do I have"
- "list my FUB drip campaigns"
- "what plans is Sarah Kim on?"

## Start an action plan

Puts a contact on an action plan. Its emails and texts then go out on the plan's schedule, so it asks first.

- **Asks before doing it?** Yes, always. You see exactly what will happen and say yes before it does it.
- **Can be undone?** No. Sent items can't be unsent, which is why it always asks first.
- **Follow Up Boss API call:** `POST /v1/actionPlansPeople`
- **Action name:** `followupboss.assign_action_plan`

**Example texts:**

- "put sarah kim on the buyer nurture plan"
- "start Jake Ramirez on the new seller lead action plan"
- "add the Hendersons to the past client drip"

## Pause an action plan

Pauses (or resumes) an action plan a contact is on, so nothing more goes out from it. Follow Up Boss can't take someone off a plan, so pausing is how you stop it.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/actionPlansPeople/:id`
- **Action name:** `followupboss.pause_action_plan`

**Example texts:**

- "pause sarah kim's buyer nurture plan"
- "take the Hendersons off their action plan, they're under contract"
- "stop the drip for Jake Ramirez"

## Reschedule an appointment

Moves an appointment with a contact to a new day or time (or a new place). It keeps its length, and no invite is emailed.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `PUT /v1/appointments/:id`
- **Action name:** `followupboss.update_appointment`

**Example texts:**

- "move the Henderson showing to Sunday at 3"
- "push my listing appointment with Tom Becker to 5pm"
- "reschedule Maria Lopez's showing to next Tuesday 10am"

## Cancel an appointment

Takes an appointment with a contact off your Follow Up Boss calendar, after asking. Nobody is emailed.

- **Asks before doing it?** Yes, always. You see exactly what will happen and say yes before it does it.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `DELETE /v1/appointments/:id`
- **Action name:** `followupboss.cancel_appointment`

**Example texts:**

- "cancel the Henderson showing"
- "cancel my listing appointment with Tom Becker on Thursday"
- "Maria Lopez can't make Saturday, cancel it"

## Log a text

Records a text you already sent or got on the contact's timeline. Nothing is sent.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `POST /v1/textMessages`
- **Action name:** `followupboss.log_text`

**Example texts:**

- "log a text to Maria Lopez: confirmed Saturday's showing"
- "Jake Ramirez texted me, he wants to see the condo again"
- "texted the Hendersons the inspection report link"

## Log an email

Records an email you already sent or got as a note on the contact's timeline. Nothing is sent.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Follow Up Boss API call:** `POST /v1/notes`
- **Action name:** `followupboss.log_email`

**Example texts:**

- "log an email to Maria Lopez: sent the seller disclosures"
- "Jake Ramirez emailed me his pre-approval letter"
- "emailed the Hendersons the comps for Oak St"

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*This list is generated from the code that runs each action, so it's always current.*