Integrating Follow Up Boss with Autotask by AI Agents and Assistants

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

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

Triggers whenever a new Account is added.

Triggers whenever a new appointments is added.

Triggers when a new Configuration Item is found.

Trigger when a new contract created.

Trigger when a new New expense created.

Trigger when a new New expense reports created

Triggers whenever a new holiday is added.

Triggers whenever a new invoice is added.

Triggers whenever a new item/service is added.

Triggers whenever a new opportunity is added.

Triggers when a new Project is found.

Triggers when a new Task is found.

Triggers when a new Ticket is found.

Triggers when a new Time Entry is found.

Triggers whenever a new account todos is added.

Triggers whenever a new or updated Contact is found.

Triggers when a ticket note is updated or created.

Trigger if a service call was created/setup

Triggers when an Account is updated.

Triggers when a updated task is found.

Triggers when a ticket is updated.

Triggers when a Time Entry is updated.

Create follow Up leads

Create Task in Follow Up Boss.

Creates an account.

Creates an appointment.

Creates a contact.

Create Expense Report.

Creates a opportunity.

Creates a ticket.

Creates a ticket note.

Creates a Time Entry.

Creates a ToDo.

Updates an opportunity.

Updates a ticket.