An activity is a point of creation/updation/deletion of a property in Follow Up Boss. An activity can be used as a trigger in our automation builder to perform an action. Do note that an activity is generic. For example, Tags Created event refers to ANY TAG added to ANY LEAD in Follow Up Boss.
An activity when used as a trigger comes with a set of data, which can be used further in the automation you are setting up. For example, a Tags Created event comes with the following data. Do note that testing the trigger is essential for knowing what data it comes with. Here's an example:
Here are the Events provided by Follow Up Boss to be used as triggers in the Automation Builder, along with a brief explanation of when they are triggered:
PEOPLE/CONTACT
Event: peopleCreated:
Name: Person Created
Description: Triggered when a person is created
Event: peopleUpdated:
Name: Person Updated
Description: Triggered when a person is updated
Event: peopleDeleted:
Name: Person Deleted
Description: Triggered when a person is deleted
Event: peopleTagsCreated:
Name: Tags Created
Description: Triggered when a Tag is added to a person
Event: peopleStageUpdated:
Name: Person Stage Updated
Description: Triggered when a person stage is updated
NOTES
Event: notesCreated:
Name: Note Created
Description: Triggered when a note is created
Event: notesUpdated
Name: Note Updated
Description: Triggered when a note is updated
APPOINTMENTS
Event: appointmentsCreated:
Name: Appointment Created
Description: Triggered when an appointment is created
Event: appointmentsUpdated:
Name: Appointment Updated
Description: Triggered when an appointment is updated
TEXTS AND CALLS
Event: textMessagesCreated:
Name: TextMessage Created
Description: Triggered when a text message is created
Event: callsCreated:
Name: Calls Created
Description: Triggered when a call is created
EMAILS
Event: emailsCreated:
Name: Email Created
Description: Triggered when an email is created
DEALS
Event: dealsCreated:
Name: Deal Created
Description: Triggered when a deal is created
Event: dealsUpdated:
Name: Deal Updated
Description: Triggered when a deal is updated
IDX WEBSITE
Event: eventsCreated:
Name: Event Created
Description: Triggered when People perform an action on your IDX website, e.g. view a property.
Feel free to drop an email to support@interface.re in case of any queries!