Follow Up BossInstall

Summary

Create a group in Follow Up Boss with specified name, members, and distribution configuration.

Inputs

• name (required) — Name of the group (e.g. Sales Team).
• users (required) — A list of user IDs that will be members of this group. Choose from the list, or specify IDs using an expression.
• distribution — The distribution model to utilize: round-robin or first-to-claim.
• type — Agent groups allow admins and agents and Lender groups allow lender role users.
• claimWindow — Number of seconds to allow someone to claim a lead in a first-to-claim group before reassigning.
• defaultGroupId — The ID of the group to assign unclaimed first-to-claim leads to after the claim window expires. Choose from the list, or specify an ID.
• defaultPondId — The ID of the pond to assign unclaimed first-to-claim leads to after the claim window expires. Choose from the list, or specify an ID.
• defaultUserId — The ID of the user to assign unclaimed first-to-claim leads to after the claim window expires. Choose from the list, or specify an ID.

Output shape

Group object as defined by Follow Up Boss API

Returned data shape not explicitly declared in properties or source; output follows API contract of group creation.

Examples

Example 1: Create a new sales group with round-robin distribution

name: 'Sales Team'; users: [123, 456]; distribution: 'round-robin'

Example 2: Create a first-to-claim support group with 30-minute claim window

name: 'Support'; users: [789]; distribution: 'first-to-claim'; claimWindow: '1800'; defaultGroupId: '101'

Links

• n8n community nodes installation guide