Follow Up Boss icon

Follow Up Boss

Interact with the Follow Up Boss API

Actions148

Person → Create

AI-generated

Summary

Create a person in FollowUpBoss.

Inputs

  • authentication — Authentication method for FollowUpBoss API. Defaults to API Key.
  • firstName (required) — The first name of the person.
  • lastName (required) — The last name of the person.
  • stage — The stage the person is in. Choose from list or specify a stage name.
  • source — The lead source for the person.
  • tagsMode — Choose how to provide tags: manual (one per line) or JSON array.
  • tagsManual — Enter one tag per line. Commas inside lines are preserved.
  • tagsJson — Map an array of strings here (e.g., {{ $JSON.tags }}).
  • additionalFields — Collection of additional fields, including addresses with type, street, city, state, zip, country.
  • assignedLenderId — Lender assigned to this person. Choose from list or specify an ID.
  • assignedPondId — Pond assigned to this person. Choose from list or specify an ID.
  • assignedUserId — Agent assigned to this person. Choose from list or specify an ID.
  • background — Background information on the person.
  • collaborators — List of user IDs to set as collaborators.
  • contacted — Whether the person has been contacted or not.
  • createdAt — Set the creation time for the person, if wanting to create historical leads.
  • customFieldsUi — Collection of custom fields, each with a key (ID or name) and a value string.
  • deduplicate — Whether to check for duplicates before creating.
  • emailsUi — Collection of email addresses with value, type, and primary flag.
  • phonesUi — Collection of phone numbers with value, type, and primary flag.
  • price — Price of the property.
  • sourceUrl — Direct link to the information about a person at the lead provider.
  • timeframeId — Timeframe to move. Choose from list or specify an ID.

Output shape

Person record created in FollowUpBoss with assigned IDs and timestamps.

The operation consumes the provided parameters and sends them to the FollowUpBoss API via the create person endpoint. Optional parameters not specified default to empty/false values as declared in the node configuration.

Links

Discussion