Do you need to add FUB notes to a third-party system? No worries! You can do this via Zapier. Follow the steps below to get started. 

Note: This zap requires a Zapier Pro subscription to publish. 

Zapier Integration

1. Log into Zapier  

2. Click + Create in the upper left-hand corner > Zaps

3. Select Trigger

4. Choose Follow Up Boss

5. Trigger Event = Tag Added to Contact > Select/sign in to your FUB Account > Continue 

6. Tag name = Create a unique Tag Name > Continue 

Note: When this tag is added to a contact in FUB, the notes will be sent to the third-party system.

7. Select the desired contact to test with > Continue with the selected record 

Note: If a contact doesn't appear, add the tag from step 6 to a lead in FUB. Ensure this lead has a note on the profile for testing. 

8. Select Follow Up Boss for step 2

9. Action Event = API Request (Beta) > Select/sign in to your FUB Account > Continue 

10. HTTP Method = GET > URL =https://api.followupboss.com/v1/notes > Query Strong Parameters = personId + ID number > Continue 

11. Continue 

12. Select Formatter for step 3

13. Action Event = Utilities > Continue 

14. Transform = Line-item to Text > Input = Response Data Notes Body > Separator = [:comma:] > Continue 

15. Publish 

16. Select the App you want FUB notes to be added to

17. In the field you want FUB notes added to, click the + button > Utilities in Formatter by Zapier > Output Item 1

18. Complete the zap as desired > Continue and Publish