followupboss.api.* operation is listed below with parameter shapes and return types from the plugin Zod schemas.
Account
identity
account.identity
Get the account identity information behind the authenticated API key
Risk: read
me
account.me
Get the authenticated user’s profile and role
Risk: read
Action Plans
list
actionPlans.list
List the account’s action plans
Risk: read
actionPlans full type
actionPlans full type
_metadata full type
_metadata full type
Action Plans People
create
actionPlansPeople.create
Enroll a person into an action plan
Risk: write
list
actionPlansPeople.list
List the people enrolled in action plans, filtered by person
Risk: read
actionPlansPeople full type
actionPlansPeople full type
_metadata full type
_metadata full type
update
actionPlansPeople.update
Update an action plan enrollment, such as finishing it
Risk: write
Appointment Outcomes
create
appointmentOutcomes.create
Create an appointment outcome with an optional sort order
Risk: write
delete
appointmentOutcomes.delete
Delete an appointment outcome after reassigning its appointments to another outcome
Risk: destructive
get
appointmentOutcomes.get
Get one appointment outcome by ID
Risk: read
list
appointmentOutcomes.list
List the outcomes that appointments can be closed with
Risk: read
appointmentoutcomes full type
appointmentoutcomes full type
_metadata full type
_metadata full type
update
appointmentOutcomes.update
Update an appointment outcome’s name or sort order
Risk: write
Appointments
create
appointments.create
Create an appointment with invitees, optionally sending them invitations
Risk: write
invitees full type
invitees full type
delete
appointments.delete
Permanently delete an appointment
Risk: destructive
get
appointments.get
Get one appointment by ID
Risk: read
list
appointments.list
List appointments, filtered by person, user or date range, paged
Risk: read
appointments full type
appointments full type
_metadata full type
_metadata full type
update
appointments.update
Update an appointment’s time, place, type or invitees
Risk: write
invitees full type
invitees full type
Appointment Types
create
appointmentTypes.create
Create an appointment type with an optional sort order
Risk: write
delete
appointmentTypes.delete
Delete an appointment type after reassigning its appointments to another type
Risk: destructive
get
appointmentTypes.get
Get one appointment type by ID
Risk: read
list
appointmentTypes.list
List the appointment types, sorted and paged
Risk: read
appointmentTypes full type
appointmentTypes full type
_metadata full type
_metadata full type
update
appointmentTypes.update
Update an appointment type’s name or sort order
Risk: write
Automations
get
automations.get
Get one automation by ID
Risk: read
list
automations.list
List the account’s automations
Risk: read
automations full type
automations full type
_metadata full type
_metadata full type
Automations People
create
automationsPeople.create
Enroll a person into an automation
Risk: write
get
automationsPeople.get
Get one automation enrollment by ID
Risk: read
list
automationsPeople.list
List the people enrolled in automations, filtered by automation
Risk: read
automationsPeople full type
automationsPeople full type
_metadata full type
_metadata full type
update
automationsPeople.update
Update an automation enrollment, such as finishing it
Risk: write
Calls
create
calls.create
Log a call on a person with its direction, duration, outcome and note
Risk: write
get
calls.get
Get one logged call by ID
Risk: read
list
calls.list
List logged calls, filtered by person or phone number, paged
Risk: read
calls full type
calls full type
_metadata full type
_metadata full type
update
calls.update
Update a logged call’s note, outcome or duration
Risk: write
Custom Fields
create
customFields.create
Create a custom field definition for people, with choices for dropdown types
Risk: write
delete
customFields.delete
Permanently delete a person custom field definition
Risk: destructive
get
customFields.get
Get one person custom field definition by ID
Risk: read
list
customFields.list
List the custom fields available on people
Risk: read
customfields full type
customfields full type
_metadata full type
_metadata full type
update
customFields.update
Update a person custom field’s label, choices or visibility
Risk: write
Deal Attachments
create
dealAttachments.create
Attach an externally hosted file to a deal
Risk: write
delete
dealAttachments.delete
Permanently delete a file attachment from a deal
Risk: destructive
get
dealAttachments.get
Get one file attachment of a deal by ID
Risk: read
update
dealAttachments.update
Update the file URI, name or size of a deal attachment
Risk: write
Deal Custom Fields
create
dealCustomFields.create
Create a custom field definition for deals, with choices for dropdown types
Risk: write
delete
dealCustomFields.delete
Permanently delete a deal custom field definition
Risk: destructive
get
dealCustomFields.get
Get one deal custom field definition by ID
Risk: read
list
dealCustomFields.list
List the custom fields available on deals
Risk: read
dealCustomfields full type
dealCustomfields full type
_metadata full type
_metadata full type
update
dealCustomFields.update
Update a deal custom field’s label, choices or visibility
Risk: write
Deals
create
deals.create
Create a deal on a pipeline stage with a value and description
Risk: write
people full type
people full type
users full type
users full type
delete
deals.delete
Permanently delete a deal
Risk: destructive
get
deals.get
Get one deal by ID with its stage, value and associated people
Risk: read
people full type
people full type
users full type
users full type
list
deals.list
List deals with their stage, price and people, sorted and paged
Risk: read
deals full type
deals full type
_metadata full type
_metadata full type
update
deals.update
Update a deal’s stage, value, commission or associated people
Risk: write
people full type
people full type
users full type
users full type
Em Campaigns
create
emCampaigns.create
Create an email marketing campaign with subject and HTML body
Risk: write
list
emCampaigns.list
List the email marketing campaigns, filtered by origin
Risk: read
emCampaigns full type
emCampaigns full type
_metadata full type
_metadata full type
update
emCampaigns.update
Update an email marketing campaign’s name, subject or body
Risk: write
Em Events
create
emEvents.create
Record email marketing events against subscriber email addresses
Risk: write
emEvents full type
emEvents full type
list
emEvents.list
List email marketing events such as sends, opens and clicks
Risk: read
emEvents full type
emEvents full type
_metadata full type
_metadata full type
Events
create
events.create
Push a lead event into Follow Up Boss’s routing, which creates or matches the person and runs their action plans
Risk: write
person full type
person full type
property full type
property full type
propertySearch full type
propertySearch full type
campaign full type
campaign full type
event full type
event full type
get
events.get
Get one lead event by ID
Risk: read
list
events.list
List lead events, filtered by person, type or property, paged with the keyset cursor FUB enforces on deep pages
Risk: read
events full type
events full type
_metadata full type
_metadata full type
Groups
create
groups.create
Create a routing group of users with a distribution strategy
Risk: write
users full type
users full type
delete
groups.delete
Permanently delete a routing group
Risk: destructive
get
groups.get
Get one routing group by ID
Risk: read
users full type
users full type
list
groups.list
List the routing groups with their distribution strategy
Risk: read
groups full type
groups full type
_metadata full type
_metadata full type
roundRobin
groups.roundRobin
Read the round-robin rotation state of the routing groups
Risk: read
groups full type
groups full type
_metadata full type
_metadata full type
update
groups.update
Update a routing group’s name, members or distribution
Risk: write
users full type
users full type
Inbox Apps
addMessage
inboxApps.addMessage
Deliver a message from your system into an inbox app conversation
Risk: write
sender full type
sender full type
person full type
person full type
owner full type
owner full type
attachments full type
attachments full type
sender full type
sender full type
attachments full type
attachments full type
addNote
inboxApps.addNote
Add an internal note to an inbox app conversation
Risk: write
user full type
user full type
addSystemConfirmationMessage
inboxApps.addSystemConfirmationMessage
Add a system confirmation message to an inbox app conversation
Risk: write
person full type
person full type
owner full type
owner full type
sender full type
sender full type
attachments full type
attachments full type
createParticipant
inboxApps.createParticipant
Add a participant to an inbox app conversation
Risk: write
body full type
body full type
deactivate
inboxApps.deactivate
Deactivate an inbox app so it stops receiving conversations
Risk: destructive
deleteParticipant
inboxApps.deleteParticipant
Remove a participant from an inbox app conversation
Risk: destructive
getParticipants
inboxApps.getParticipants
List the participants of an inbox app conversation
Risk: read
object[]
Output full type
Output full type
install
inboxApps.install
Install a published inbox app for a user with a subscription URL
Risk: write
installedApp
inboxApps.installedApp
Read the installation details of a published inbox app
Risk: read
inboxApps full type
inboxApps full type
updateConversation
inboxApps.updateConversation
Update an inbox app conversation’s subject or state
Risk: write
person full type
person full type
person full type
person full type
updateMessage
inboxApps.updateMessage
Update a message previously delivered to an inbox app conversation
Risk: write
sender full type
sender full type
attachments full type
attachments full type
Notes
create
notes.create
Add a note to a person
Risk: write
delete
notes.delete
Permanently delete a note
Risk: destructive
get
notes.get
Get one note by ID, optionally with its threaded replies and reactions
Risk: read
update
notes.update
Update a note’s subject, body or person
Risk: write
People
checkDuplicate
people.checkDuplicate
Check whether a person with this email address or phone number already exists, and who they are assigned to, before creating a new lead
Risk: read
claim
people.claim
Claim an unclaimed lead so it becomes the user’s contact
Risk: write
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
picture full type
picture full type
create
people.create
Create a person, optionally merging into an existing duplicate instead of creating a new lead
Risk: write
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
picture full type
picture full type
delete
people.delete
Permanently delete a person from the account
Risk: destructive
get
people.get
Get one person by ID with their contact details, stage, source, tags and timeframes
Risk: read
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
picture full type
picture full type
ignoreUnclaimed
people.ignoreUnclaimed
Ignore an unclaimed lead so it is no longer offered to the user; the lead answers 204 and is not deleted
Risk: write
list
people.list
List people with filters such as name, email, phone, stage, source, tags or assignment, sorted and paged
Risk: read
people full type
people full type
_metadata full type
_metadata full type
unclaimed
people.unclaimed
List the unclaimed leads currently offered to the user
Risk: read
people full type
people full type
_metadata full type
_metadata full type
update
people.update
Update one person’s contact details, stage, price, assignment, tags, timeframes or custom fields
Risk: write
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
picture full type
picture full type
People Relationships
create
peopleRelationships.create
Create a partner relationship attached to a person
Risk: write
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
delete
peopleRelationships.delete
Permanently delete a partner relationship
Risk: destructive
get
peopleRelationships.get
Get one partner relationship by ID
Risk: read
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
list
peopleRelationships.list
List the partner relationships of people, filtered by person or name
Risk: read
peopleRelationships full type
peopleRelationships full type
_metadata full type
_metadata full type
update
peopleRelationships.update
Update the name, type or contact details of a relationship
Risk: write
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
emails full type
emails full type
phones full type
phones full type
addresses full type
addresses full type
Person Attachments
create
personAttachments.create
Attach an externally hosted file to a person
Risk: write
delete
personAttachments.delete
Permanently delete a file attachment from a person
Risk: destructive
get
personAttachments.get
Get one file attachment of a person by ID
Risk: read
update
personAttachments.update
Update the file URI, name or size of a person attachment
Risk: write
Pipelines
create
pipelines.create
Create a deal pipeline with an optional stage list
Risk: write
stages full type
stages full type
stages full type
stages full type
delete
pipelines.delete
Permanently delete a deal pipeline
Risk: destructive
get
pipelines.get
Get one deal pipeline by ID
Risk: read
stages full type
stages full type
list
pipelines.list
List the deal pipelines with their stages and order
Risk: read
pipelines full type
pipelines full type
_metadata full type
_metadata full type
update
pipelines.update
Update a pipeline’s name, description or stage order
Risk: write
stages full type
stages full type
stages full type
stages full type
Ponds
create
ponds.create
Create a pond with the users whose leads land in it
Risk: write
delete
ponds.delete
Permanently delete a pond
Risk: destructive
get
ponds.get
Get one pond by ID with its assigned users
Risk: read
list
ponds.list
List the ponds, the lead pools that distribute new contacts to agents
Risk: read
ponds full type
ponds full type
_metadata full type
_metadata full type
update
ponds.update
Update a pond’s name or assigned users
Risk: write
Rate Limit
limits
rateLimit.limits
Read the rate-limit levels currently configured for this system
Risk: read
current_limits full type
current_limits full type
usage
rateLimit.usage
Read this system’s 24-hour API usage totals and rate-limit statistics
Risk: read
usage full type
usage full type
current_limits full type
current_limits full type
Reactions
create
reactions.create
Add a reaction to a note or other reference
Risk: write
object[]
Output full type
Output full type
delete
reactions.delete
Remove a reaction, sending the documented delete body
Risk: destructive
get
reactions.get
Get the reactions attached to a note
Risk: read
Smart Lists
get
smartLists.get
Get one smart list by ID
Risk: read
list
smartLists.list
List the account smart lists, paged
Risk: read
smartLists full type
smartLists full type
_metadata full type
_metadata full type
Stages
create
stages.create
Create a deal stage with an optional sort order
Risk: write
delete
stages.delete
Delete a deal stage after reassigning its action plans to another stage
Risk: destructive
get
stages.get
Get one deal stage by ID
Risk: read
list
stages.list
List the deal stages across pipelines with their order weight
Risk: read
stages full type
stages full type
_metadata full type
_metadata full type
update
stages.update
Update a deal stage’s name or sort order
Risk: write
Tasks
create
tasks.create
Create a task such as a follow-up on a person
Risk: write
delete
tasks.delete
Permanently delete a task
Risk: destructive
get
tasks.get
Get one task by ID with its type, due date and completion status
Risk: read
list
tasks.list
List tasks, filtered by person, assignee, type or due range, paged
Risk: read
tasks full type
tasks full type
_metadata full type
_metadata full type
update
tasks.update
Update a task’s name, type, due date or completion
Risk: write
Team Inboxes
list
teamInboxes.list
List the team inboxes available in the account
Risk: read
teamInboxes full type
teamInboxes full type
_metadata full type
_metadata full type
Teams
create
teams.create
Create a team with members and leaders
Risk: write
delete
teams.delete
Permanently delete a team
Risk: destructive
get
teams.get
Get one team by ID with its members and leaders
Risk: read
list
teams.list
List the teams in the account with their members
Risk: read
teams full type
teams full type
_metadata full type
_metadata full type
update
teams.update
Update a team’s name, members or leaders
Risk: write
Templates
create
templates.create
Create an email template with subject and body, optionally shared
Risk: write
actionPlans full type
actionPlans full type
delete
templates.delete
Permanently delete an email template
Risk: destructive
get
templates.get
Get one email template by ID
Risk: read
actionPlans full type
actionPlans full type
list
templates.list
List the email message templates, paged
Risk: read
templates full type
templates full type
_metadata full type
_metadata full type
merge
templates.merge
Render an email template for a person, merging their fields into the body
Risk: write
recipients full type
recipients full type
actionPlans full type
actionPlans full type
update
templates.update
Replace an email template’s name, subject and body
Risk: write
actionPlans full type
actionPlans full type
Text Messages
create
textMessages.create
Log a text message on a person with its direction and byline details
Risk: write
get
textMessages.get
Get one text message by ID
Risk: read
list
textMessages.list
List text messages, filtered by person or phone number, paged
Risk: read
textMessages full type
textMessages full type
_metadata full type
_metadata full type
Text Message Templates
create
textMessageTemplates.create
Create a text message template, optionally shared
Risk: write
delete
textMessageTemplates.delete
Permanently delete a text message template
Risk: destructive
get
textMessageTemplates.get
Get one text message template by ID
Risk: read
list
textMessageTemplates.list
List the text message templates, paged
Risk: read
textmessagetemplates full type
textmessagetemplates full type
_metadata full type
_metadata full type
merge
textMessageTemplates.merge
Render a text message template for a person, merging their fields into the message
Risk: write
recipients full type
recipients full type
update
textMessageTemplates.update
Update a text message template’s name or message
Risk: write
Threaded Replies
get
threadedReplies.get
Get the threaded replies of a note
Risk: read
reactions full type
reactions full type
Timeframes
list
timeframes.list
List the named timeframes available for people
Risk: read
timeframes full type
timeframes full type
Users
delete
users.delete
Permanently remove a user from the account
Risk: destructive
get
users.get
Get one user by ID with their role and contact details
Risk: read
groups full type
groups full type
list
users.list
List the users of the account with their roles
Risk: read
users full type
users full type
_metadata full type
_metadata full type
Webhook Events
get
webhookEvents.get
List the delivery events recorded for one webhook subscription
Risk: read
object[]
Output full type
Output full type
Webhooks
create
webhooks.create
Subscribe a URL to one Follow Up Boss event
Risk: write
delete
webhooks.delete
Permanently delete a webhook subscription
Risk: destructive
get
webhooks.get
Get one webhook subscription by ID
Risk: read
list
webhooks.list
List the webhook subscriptions of the account
Risk: read
webhooks full type
webhooks full type
_metadata full type
_metadata full type
update
webhooks.update
Update a webhook subscription’s URL or event type
Risk: write