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Integrate Xero with Follow Up Boss

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

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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

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.

Follow Up Boss Integrations
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Best ways to Integrate Xero + Follow Up Boss

  • Xero Integration Follow Up Boss Integration

    Xero + Follow Up Boss

    Create Lead to Follow Up Boss from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Xero Integration Follow Up Boss Integration

    Xero + Follow Up Boss

    Create Task to Follow Up Boss from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Xero Integration Follow Up Boss Integration

    Xero + Follow Up Boss

    Create Lead to Follow Up Boss from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Xero Integration Follow Up Boss Integration

    Xero + Follow Up Boss

    Create Task to Follow Up Boss from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Xero Integration Follow Up Boss Integration

    Xero + Follow Up Boss

    Create Lead to Follow Up Boss from New Payment in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • 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
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Follow Up Boss Integrations Work

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

    (2 minutes)

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

Integration of Xero and Follow Up Boss

This article is about Xero and Fplow Up Boss integration. Xero is Xero accounting software that helps small businesses to manage their finances and inventory. Fplow Up Boss is a software that helps you to manage your team, projects, time and fplow ups. In this article you can learn how to integrate Xero and Fplow Up Boss.

  • Integration of Xero and Fplow Up Boss
  • It is possible to integrate Xero and Fplow Up Boss. To do this you need to download Zapier app for Xero. You can do this in the fplowing way:

    Go to https://zapier.com/xero/zapbook/installation-guide/ and click on “Connect” button in the box with the title “Connect with your account”. After that you will be redirected to the page with a box of code. Copy the code from the box and paste it into your browser’s address bar. On the next page you will see a list of apps. Find Fplow Up Boss in the list and click on it. Then you will see an option “Switch to Use API Keys”. Click on the checkbox with the title “Switch to Use API Keys” and click on “Save Changes” button. Now you have to log in into your Fplow Up Boss account. After that go back to the page with a box of code. Copy the API key from the box and paste it into your browser’s address bar After that you will be redirected to your Fplow Up Boss account, where you will see a pop-up window that asks you to enter a token code. Enter the token code and click on “Create Token” button. On the next page, click on “Test Connection” button and wait until the test result appears (it should be marked as green. After that you can log out from your Fplow Up Boss account and return to the page of code. Copy the token code from the box and paste it into your browser’s address bar. After that you will be redirected to your Fplow Up Boss account, where you will see a pop-up window that asks you to enter a connection name for Xero – fplowUpBossXero. Click on “Generate New Keyword” button. Then you will see a list of options for fplowUpBossXero connection name – you can choose any one of them, but I recommend choosing “ZAPIER_fplowUpBossXero_CONNECTION_NAME” option. Click on “Create Keyword” button. After that you will be redirected to your Fplow Up Boss account, where you will see a message saying that you have successfully connected Fplow Up Boss and Xero. Now go back to your Zapier account and go to Connected Apps section (you can find it on the left panel. You will see fplowUpBossXero in the list – click on it. On the next page you will see 3 different options for fplowUpBossXero connection name – ZAPIER_fplowUpBossXero_CONNECTION_NAME_1, ZAPIER_fplowUpBossXero_CONNECTION_NAME_2 and ZAPIER_fplowUpBossXero_CONNECTION_NAME_3 (in this example ZAPIER_fplowUpBossXero_CONNECTION_NAME_1 was chosen. If you scrpl down on the same page you will see a list of available tasks for fplowUpBossXero connection name – Zapier_fplowUpBossXero, Zapier_fplowUpBossXero_{TaskName}, Zapier_fplowUpBossXero_{Source}_{TaskName} or Zapier_fplowUpBossXero_{TaskName}_{Source}. If you want to create an outline for your article about Xero and Fplow Up Boss integration, then choose Zapier_fplowUpBossXero_{TaskName}. If you want to create an outline for an article about Xero and Fplow Up Boss integration with recurring tasks, then choose Zapier_fplowUpBossXero_{TaskName}_{Source} instead of Zapier_fplowUpBossXero_{TaskName}. If you want to create an outline for an article about Xero and Fplow Up Boss integration with recurring tasks or with tasks which have a due date or a time limit, then choose Zapier_fplowUpBossXero_{TaskName}_{Source}_{DueDate}, Zapier_fplowUpBossXero_{TaskName}_{Source}_{TimeLimit} or Zapier_fplowUpBossXero_{TaskName}_{Source}_{DueDateTimeLimit} instead of Zapier_fplowUpBossXero_{TaskName}. If you want to create an outline for an article about Xero and Fplow Up Boss integration with custom fields, then choose Zapier_fplowUpBossXero_{TaskName}_{Source}_{CustomField1}, Zapier_fplowUpBossXero_{TaskName}_{Source}_{CustomField2}, etc instead of Zapier_fplowUpBossXero_{TaskName}. After that you will be redirected to the page with all available tasks for fplowUpBossXero connection name – Zapier_fplowUpBossXero. You can choose any one of them for testing purposes, but I recommend choosing Zapier_fplowUpBossXero_{TaskName}. On the next page you will see 3 different options for task for fplowUpBossXero connection name – Task, Source Task or Task & Source. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources, then choose Task option from these 3 options. If you want to create an outline for an article about Xero and Fplow Up Boss integration with sources, then select Source Task option from these 3 options instead of Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration with sources or tasks which have a due date or time limit or recurring tasks or with custom fields, then select Task & Source option from these 3 options instead of Task option. On the next page you will see 5 different options for source task – all these 5 options are represented by Source Task option (you can choose any one of them. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources or tasks which have a due date or time limit or recurring tasks or with custom fields, then choose None from these 5 options instead of Source Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources or tasks which have a due date or time limit or recurring tasks or with custom fields but with time tracking feature enabled in Fplow Up Boss, then choose Time Tracking from these 5 options instead of Source Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources or tasks which have a due date or time limit or recurring tasks but with time tracking feature enabled in Fplow Up Boss, then choose Time Tracking & Events from these 5 options instead of Source Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources but with time tracking feature enabled in Fplow Up Boss, then choose Time Tracking & Events & Timesheet from these 5 options instead of Source Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources or tasks which have a due date or time limit but with time tracking feature enabled in Fplow Up Boss, then choose Time Tracking & Events & TimeSheet & Timesheet from these 5 options instead of Source Task option. On the next page you will see 6 different options for task – all these 6 options are represented by Task option (you can choose any one of them. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources but without time tracking feature enabled in Fplow Up Boss, then choose none from these 6 options instead of Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources but with time tracking feature enabled in Fplow Up Boss, then choose Time Tracking from these 6 options instead of Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources but with time tracking feature enabled in Fplow Up Boss but with events feature enabled in Fplow Up Boss, then choose Time Tracking & Events from these 6 options instead of Task option. If you want to create an outline for an article about Xero and Fplow Up Boss integration without any sources but with time tracking feature enabled

    The process to integrate Xero 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.