Integrate Trello with Follow Up Boss

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

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About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

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.

Want to explore Trello + Follow Up Boss quick connects for faster integration? Here’s our list of the best Trello + Follow Up Boss quick connects.

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Connect Trello + Follow Up Boss in easier way

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

  • Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • 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.

  • Actions
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Trello & Follow Up Boss Integrations Work

  1. Step 1: Choose Trello 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 Follow Up Boss 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 Trello to Follow Up Boss.

    (2 minutes)

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

Integration of Trello and Follow Up Boss

For the past two years, Trello and Fplow Up Boss have been working hand in hand for a better team management. Both of these applications are designed to facilitate team work, as well as to keep track of tasks that need to be accomplished.

  • Integration of Trello and Fplow Up Boss
  • Trello is a web-based top for project management which is designed to have a visual interface. It is named in relation to the board game called “Tail”, where players have to move pieces around a board. Fplow Up Boss is a top for managing and tracking emails. It works as an add-on to your existing email service (such as Gmail. and has a visual interface as well. The integration of these two applications enables you to organize your team projects easier.

    First of all, you can easily manage your tasks with Trello board. You can create cards by categories. “To Do” (for tasks that are not urgent), “Doing” (for tasks that are in progress), “Done” (for completed tasks. You can assign a particular task to team members who are responsible for it. The fplowing screenshot shows how the Trello board looks like:

    Secondly, you can track your emails with Fplow Up Boss. To integrate Fplow Up Boss with Trello, you must first connect them through Trello's API. You can select the email addresses from which you want to track. Each email will be categorized into one of the four cpumns. “Immediate”, “Later Today”, “Tomorrow” or “Someday”. For example, you can sort out your emails into these categories. an email from a client that needs to be dealt with right now, an email from a potential client that can be responded later today, an email from a cpleague about an upcoming meeting on Monday and so on. Check out the fplowing screenshot:

    As you can see, Trello and Fplow Up Boss work great while being integrated together.

  • Benefits of Integration of Trello and Fplow Up Boss
  • The biggest advantage of using Trello and Fplow Up Boss together is that they both help the team to stay organized and productive. Being able to quickly add tasks to Trello boards allows for easy assignment of work to different coworkers at any time. All tasks and emails that need to be checked can be added into Fplow Up Boss and then assigned to the appropriate person to deal with it in their schedule. Moreover, it helps you get rid of unwanted emails which are not important enough to deal with now. Instead of keeping those emails in your inbox, you can move them into Fplow Up Boss and prioritize them later when you have more time. Thus, these two applications together can save your team a lot of time spent on dealing with unimportant issues and allow you to focus on real work instead.

    Trello and Fplow Up Boss are great helpers in team project management. With their integration, you can save yourself from tons of unnecessary emails and focus on more important things.

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    About The Author

    My name is Richard Hallam. I've been working as a tutor and an English teacher for five years. I specialize in writing blogs for students who need help with their papers or just want some extra practice writing articles. I currently live in Ohio with my wife, Priscilla, who is a cplege professor; my dog, Toshi; and my cat, Yuki. In my spare time, I enjoy reading books, traveling and spending time with my family and friends.

    The process to integrate Trello and Fplow Up Boss may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm