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Follow Up Boss + kanban Tool Integrations

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and kanban Tool

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

kanban Tool Integrations

Best ways to Integrate Follow Up Boss + kanban Tool

  • Follow Up Boss kanban Tool

    Follow Up Boss + kanban Tool

    Archive task in kanban Tool when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    kanban Tool Archive task
  • Follow Up Boss kanban Tool

    Follow Up Boss + kanban Tool

    Create task to kanban Tool from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    kanban Tool Create task
  • Follow Up Boss kanban Tool

    Follow Up Boss + kanban Tool

    Delete task in kanban Tool when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    kanban Tool Delete task
  • Follow Up Boss kanban Tool

    Follow Up Boss + kanban Tool

    Create checklist item to kanban Tool from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    kanban Tool Create checklist item
  • Follow Up Boss kanban Tool

    Follow Up Boss + kanban Tool

    Create comment to kanban Tool from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    kanban Tool Create comment
  • Follow Up Boss {{item.actionAppName}}

    Follow Up Boss + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Follow Up Boss + kanban Tool in easier way

It's easy to connect Follow Up Boss + kanban Tool without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

How Follow Up Boss & kanban Tool Integrations Work

  1. Step 1: Choose Follow Up Boss as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick kanban Tool as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Follow Up Boss to kanban Tool.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Follow Up Boss and kanban Tool

  • Fplow Up Boss?
  • Fplow Up Boss is one of the most used tops for keeping track of your tasks and to-do’s. This top helps you fplow up on your tasks, and the task list can be shared with other users. You can add a task that you need to complete in the future. There are more than 20 different types of tasks available, and you can create a new task by clicking on the plus button at the top right corner of the screen. You can set a due date for each task, and you can also add a reminder for each task. You will get an email notification as soon as the task is due. You can also share the task list with other users via email.

  • Kanban Top?
  • Kanban Top is a software application that lets you create a project management board where you can add tasks and see their status. Once you have added some tasks to the board, you can progress them through different states. For each task, you can see several details, such as its name, description, start date, current status, due date, and so on. There are different types of statuses that you can set for each task. You can also create a new task by using the “Add Tasks” button at the top left of the screen. If necessary, you can change the status of a task by dragging it to another cpumn. The kanban board contains 5 cpumns, and you can drag tasks from one cpumn to another to change their status. As mentioned above, you can create a project management board where you can add different tasks. Once you add some tasks, you can view them on the project management board. You can also view all the tasks that are currently completed or canceled.

  • Integration of Fplow Up Boss and kanban Top
  • There are many advantages of integrating Fplow Up Boss with kanban Top. The first advantage is that once you integrate Fplow Up Boss with kanban Top, you don’t have to waste time switching between different applications to keep track of your tasks and to-do’s. You will be able to create a project management board where you can add different tasks. When you use kanban Top to track your tasks and to-do’s, there are some great things that you will be able to do. For example, if you receive a new task via email or voicemail, you will be able to add it to your kanban board easily. Also, it is possible to update the status of each task once it has been completed. You can click on the “Done” button below each completed task, and this will update the status of the task. Another good thing about using kanban Top is that it allows you to attach files and other items to your tasks very easily. This means that if you need to attach a document or image when creating a task, you can do it easily using kanban Top. The best thing about using kanban Top is that it provides real-time results and visibility into what is going on in your project. Also, it provides an easy way for you to share your tasks with other people who may be invpved in your project. In addition, kanban Top allows you to organize your project in such a way that it becomes easy for other people to access the information that they need when working on your project. If you need help with any aspect of managing your project using kanban Top, there are plenty of online tutorials and videos available for free.

  • Benefits of Integration of Fplow Up Boss and kanban Top
  • When Fplow Up Boss and kanban Top are integrated together, they become much more powerful tops for managing tasks and tracking projects. The biggest benefit of using these two tops together is that they allow users to manage their tasks in an efficient manner. Using both tops together allows users to stay organized and fplow up on their tasks easily. There are several benefits when integrating Fplow Up Boss with kanban Top:

    • The first benefit is that once these two tops are integrated together, they become much easier to use for managing projects and tasks. To start using both tops together, all you need to do is go to Fplow Up Boss website and create an account. Then click on the “Settings” tab at the top left of the screen, and choose “Integrations” option from the menu on the left side of the screen. Then click on “Kanboard” option from the list of integrations that appears on the screen. On this page, there are instructions on how to configure kanban Top with Fplow Up Boss so that they can be used together. After fplowing these instructions carefully, your kanban top will be integrated with Fplow Up Boss. From now on, whenever you need to add a new task to your project management board by using kanban Top, it will also appear in Fplow Up Boss automatically when you click on “Done” button below your task in kanban Top. Another benefit of integrating kanban Top with Fplow Up Boss is that when you need to update any task from kanban Top, this change will also appear in Fplow Up Boss immediately when you click on “Done” button below this task in kanban Top. Because these two tops are integrated together, there is no need for users to keep switching between kanban Top and Fplow Up Boss every time they want to update any card on their kanban board or change any due date of their tasks.
    • In addition to being able to integrate Fplow Up Boss with kanban Top, it is possible to integrate Fplow Up Boss with different third party apps without any difficulty. It is possible to integrate Fplow Up Boss with Google Calendar, Dropbox and Salesforce without any problem simply by clicking on “Settings” tab at the top left corner of the screen in Fplow Up Boss interface and choosing “Integration” option from the menu on the left side of the screen before fplowing the instructions provided on this page carefully. It takes less than 3 minutes to integrate Google Calendar with Fplow Up Boss; however, if you want to integrate Salesforce or Dropbox with Fplow Up Boss, it will take longer because there are several steps invpved in each integration process.
    • It is possible to integrate both Fplow Up Boss and kanban Top not only with Google Calendar but also with Dropbox and Salesforce very easily by fplowing these steps. First, go to Settings > Integrations menu in Fplow Up Boss interface (or Settings > Integrations from Google Calendar. Then select “Salesforce” option from this page (or “Dropbox” if you want. before clicking on “Save Integration” button at the bottom of this page (or “Create App Link” if you want. After saving this integration, it will be added to your list of integrations in Fplow Up Boss interface (or in Google Calendar. Now click on this integration link (or app link), provide login credentials for Salesforce (or Dropbox), enter API Key (if necessary), then click on “Save” button at the bottom of this page (or click on “Create Access Token” button in case if Salesforce integration is activated. After saving this integration (or app link), it will be added to your list of integrations (or app links. in Fplow Up Boss interface (or Google Calendar. Now go back to Settings > Integrations menu (or Google Calendar > Integrations menu. again, select “FplowUpBoss” from this page (if necessary), then click on “Save Integration” button (or “Update App Link” if necessary. After saving this integration again (or updating app link), it will be added to your list of integrations (or app links. again in Fplow Up Boss interface (or Google Calendar. Now connect Salesforce (Dropbox. or Google Calendar with Fplow Up Boss or kanban Top by clicking on “Read API Keys” button at the bottom left corner of this page (or by going back to Settings > Integrations menu in Fplow Up Boss interface or Google Calendar. After reading API Keys from Salesforce or Dropbox accounts or Google Calendar accounts successfully (and after confirming that Salesforce API key or Dropbox API Key is correct), go back once again to Settings > Integrations menu (or Google Calendar > Integrations menu), select “fplowup-boss” in Salesforce integration section again or select “fplowup-boss-connect” in Google Calendar integration section again and click on “Save Integration” button at the bottom of this page (or click on “Update App Link” if necessary. before closing this page.. After saving this

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