# Follow Up Boss integrations: people and tasks

> Add a person, create a task and add a note in Follow Up Boss, and start a workflow when Follow Up Boss sends “Person created”.

**Canonical page:** https://tray.ai/connectors/follow-up-boss-integrations/
**Categories:** Sales
**Connects through:** HTTP Connector

## Overview

Follow Up Boss is a real estate CRM that collects leads from many sources and tracks people, calls, texts, tasks, appointments, and deals for agents and teams. Tray.ai connects to Follow Up Boss through the HTTP Connector, so your workflows can call the Follow Up Boss API alongside the rest of your stack.

## Use cases

### People

Read, create, update, delete, and manage people in Follow Up Boss from any Tray.ai workflow. The Follow Up Boss API covers calls such as search people and add a person.

- Search people
- Add a person
- Update a person

### Events

Read and create events in Follow Up Boss from any Tray.ai workflow. The Follow Up Boss API covers calls such as send in a lead and search events.

- Send in a lead
- Search events
- Get an event

### Tasks

Read, create, update, and delete tasks in Follow Up Boss from any Tray.ai workflow. The Follow Up Boss API covers calls such as list tasks and create a task.

- List tasks
- Create a task
- Update a task

### Notes

Create, update, and delete notes in Follow Up Boss from any Tray.ai workflow. The Follow Up Boss API covers calls such as add a note and edit a note.

- Add a note
- Edit a note
- Delete a note

### Calls

Read, create, and update calls in Follow Up Boss from any Tray.ai workflow. The Follow Up Boss API covers calls such as search calls and add a call.

- Search calls
- Add a call
- Update a call

### Appointments

Read and create appointments in Follow Up Boss from any Tray.ai workflow. The Follow Up Boss API covers calls such as search appointments and create an appointment.

- Search appointments
- Create an appointment

## Challenges Tray.ai solves

### Keeping Follow Up Boss credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Follow Up Boss credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Follow Up Boss API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Follow Up Boss API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Follow Up Boss?

Yes. Tray.ai connects to Follow Up Boss through the HTTP Connector, which calls the Follow Up Boss API directly. Any call the Follow Up Boss API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Follow Up Boss?

The Follow Up Boss API uses basic authentication and OAuth 2.0. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Follow Up Boss connector?

Follow Up Boss runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Follow Up Boss connector from the Follow Up Boss API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/