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Dovetail + Follow Up Boss Integrations

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Example workflows
Triggers and actions
Dovetail + your other apps
Follow Up Boss + your other apps
FAQ

Dovetail + Follow Up Boss integrations

Connect Dovetail to Follow Up Boss in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, Follow Up Boss, and many other popular SaaS applications.

Check below for example workflows using Dovetail and Follow Up Boss, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Dovetail + Follow Up Boss workflows

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Automatically create note in Dovetail for each person added in Follow Up Boss

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Update note automatically in Dovetail for each appointment added in Follow Up Boss

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Delete note automatically in Dovetail for each deal added in Follow Up Boss

Try it

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Update note automatically in Dovetail for each person added in Follow Up Boss

Try it

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Delete note automatically in Dovetail for each person added in Follow Up Boss

Try it

Dovetail Triggers

No Dovetail triggers yet

Request trigger

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Dovetail Actions

Contact

add

Create contact

Insight

add

Create insight

Find insight(s)

edit

Update insight

Note

add

Create note

Find note(s)

edit

Update note

Other

delete

Delete insight

delete

Delete note

Create your own Follow Up Boss + Dovetail integration

Select a trigger in Follow Up Boss

Select an action in Dovetail

Create your workflow

Connect Dovetail to your other apps

Or connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Dovetail to Follow Up Boss with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Dovetail or Follow Up Boss to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Dovetail and Follow Up Boss to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Dovetail to Follow Up Boss?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Dovetail and Follow Up Boss—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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