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Person Update Trigger: What can you trigger a workflow with?
Person Update Trigger: What can you trigger a workflow with?

Data points you can use to trigger a workflow in the Automation Platform when a lead record gets updated in Follow Up Boss

Mihir Lodhavia avatar
Written by Mihir Lodhavia
Updated over 2 months ago

Here's a list of fields in Follow Up Boss, which when updated, could trigger a workflow in InterFace's Automation Platform:

  • Name: When the name of the Lead Record gets updated.

  • First Name: When the first name of the Lead Record gets updated.

  • Last Name: When the last name of the Lead Record gets updated.

  • Stage: When the person stage is updated.

  • Stage ID: When the person stage is updated, identified with the stage ID.

  • Source: When the source of the lead gets updated.

  • Source URL: When the source URL of the lead gets updated.

  • Contacted: Whether the person has been contacted.

  • Price: When the price field is updated.

  • Assigned Lender ID: When the lender is updated, identified by lender ID.

  • Assigned Lender: When the lender is updated.

  • Assigned User ID: When the Assigned Agent is updated, identified by ID.

  • Assigned To: When the Assigned Agent is updated.

Apart from these standard parameters, all custom fields within the record can be used as a trigger.

You can drop an email to support@interface.re if you have any questions!

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