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Connectors / Sales · HTTP Connector
Automate Follow Up Boss with Tray.ai
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”.
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What can you do with Follow Up Boss on Tray.ai?
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.
- When Follow Up Boss sends “Deal created”, start the transaction checklist in your project management tool.
- Send in a lead to Follow Up Boss when a buyer enquires through your property website.
- When Follow Up Boss sends “Appointment created”, add the showing to the agent's calendar.
- Notify the team lead in chat whenever Follow Up Boss sends “Person stage updated”.
- Connects through
- HTTP Connector
- Authentication
- Basic authentication or OAuth 2.0
- Base URL
- https://api.followupboss.com/v1
Set it up
Connect Follow Up Boss to Tray.ai
Each step uses Follow Up Boss's own API details, from its documentation.
Step 1
Save Follow Up Boss's username and password
Save the credentials Follow Up Boss gives you as a Tray.ai authentication. The HTTP Client sends them as basic auth. They stay out of the workflow and out of the logs.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.followupboss.com/v1 as the base URL. Or paste a cURL example from Follow Up Boss's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “Search people”
It's one of 20 documented actions, under People. The response comes back as data the next step can map into your other apps.
Step 4
Start workflows from Follow Up Boss events
Give Follow Up Boss the URL of a Tray.ai webhook trigger. “Person created” can then start a workflow, and so can 8 other events.
What the Follow Up Boss API covers
6 resources and 20 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
People
- Search people
- Add a person
- Update a person
- Delete a person
- Claim a lead
Events
- Send in a lead
- Search events
- Get an event
Tasks
- List tasks
- Create a task
- Update a task
- Delete a task
Notes
- Add a note
- Edit a note
- Delete a note
Calls
- Search calls
- Add a call
- Update a call
Appointments
- Search appointments
- Create an appointment
Events Follow Up Boss can send to a Tray.ai webhook trigger
- Person created
- Person updated
- Person stage updated
- Note created
- Task created
- Appointment created
- Deal created
- Deal updated
- Email marketing link clicked
Checked against Follow Up Boss's own documentation on 2026-10-22
How Tray.ai makes this work
Follow Up Boss plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 9,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Follow Up Boss — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Follow Up Boss actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Follow Up Boss data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More sales apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every sales connector →
Frequently asked questions
What can a Tray.ai workflow do in Follow Up Boss?
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The Follow Up Boss API documents 20 actions across 6 resources (People, Events, Tasks, Notes, Calls, Appointments). For example: Search people; Send in a lead; List tasks. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Follow Up Boss?
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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.
Which Follow Up Boss events can start a Tray.ai workflow?
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Follow Up Boss sends 9 events to a webhook URL, for example: Person created; Person updated; Person stage updated; Note created; Task created; Appointment created; Deal created; Deal updated. A Tray.ai webhook trigger receives them and starts a workflow.
See Follow Up Boss working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.