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Follow Up Boss + Sharepoint Integrations

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

Follow Up Boss + Sharepoint integrations

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

Check below for example workflows using Follow Up Boss and Sharepoint, 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 Follow Up Boss + Sharepoint workflows

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Automatically move drive item to folder in Sharepoint for each person added in Follow Up Boss

Try it

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Create person automatically in Follow Up Boss for each list item added in Sharepoint

Try it

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Copy drive item automatically in Sharepoint for each appointment added in Follow Up Boss

Try it

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Automatically update person in Follow Up Boss for each drive item added in Sharepoint

Try it

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Upload drive item automatically in Sharepoint for each deal added in Follow Up Boss

Try it

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

Sharepoint Actions

Document library

Find document library(ies)

Drive item

content_copy

Copy drive item

Find drive item(s)

move_up

Move drive item to folder

edit

Rename drive item

edit

Update drive item

upload_file

Upload drive item

Folder

add

Create folder

Find folder(s)

move_up

Move folder to folder

edit

Rename folder

List

add

Create list

Find list(s)

List item

add

Create list item

Find list item(s)

edit

Update list item

Site

Find site(s)

Sharepoint Triggers

Drive item

edit

Drive item changed

target

Drive item first meets conditions

add

New drive item added

List item

edit

List item changed

target

List item first meets conditions

add

New list item added

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)

Create your own Follow Up Boss + Sharepoint integration

Select a trigger in Follow Up Boss

Select an action in Sharepoint

Create your workflow

Or automate Sharepoint + Follow Up Boss

Select a trigger in Sharepoint

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Sharepoint to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
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 Follow Up Boss to Sharepoint with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or Sharepoint to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and Sharepoint 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 Follow Up Boss to Sharepoint?
link
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 Follow Up Boss and Sharepoint—give it a try and let us know what you think.

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Follow Up Boss + Sharepoint integrations

Example Follow Up Boss + Sharepoint workflows

Automatically move drive item to folder in Sharepoint for each person added in Follow Up Boss

Create person automatically in Follow Up Boss for each list item added in Sharepoint

Copy drive item automatically in Sharepoint for each appointment added in Follow Up Boss

Automatically update person in Follow Up Boss for each drive item added in Sharepoint

Upload drive item automatically in Sharepoint for each deal added in Follow Up Boss

Create your own Follow Up Boss + Sharepoint integration

Or automate Sharepoint + Follow Up Boss

Connect Follow Up Boss to your other apps

Or connect Sharepoint to your other apps

FAQ

What is Relay.app?

How do I connect Follow Up Boss to Sharepoint with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to Sharepoint?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?