Automations 2.0 is an improved and simplified iteration of the automation tools in Follow Up Boss, designed to help users optimize and elevate their workflow through automated tasks. This enhancement offers greater flexibility and dynamic capabilities for creating automation rules, empowering agents to effectively handle tasks, follow-ups, and interactions with leads.
When you switch to Automations 2.0, all your existing automations and action plans will automatically migrate to Automations 2.0. The Lead Flow page will reflect the changes as previously assigned action plans transition into automations, and the API will redirect any action plan requests to the new automation endpoint. Once switched, you will gain early access to the new features that enhance the automation process.
🙌 Open beta coming July 2025!
What changes happen to my account when I switch to Automations 2.0?
Automations
All existing automations will be migrated to Automations 2.0.
Action Plans
All existing action plans will be converted to Automations.
Action plans will be locked down, meaning that you can only pause, resume, or delete an action plan; you will not be able to edit, create, or start an action plan after the migration.
Manually Apply Action Plan Removed (from lead profile)
Create Action Plan Removed (from the upper right-hand corner)
Edit Action Plans Removed (from Actions)
Action Plan is Read-Only
Lead Flow
On the Lead Flow page, the previously assigned action plan will be converted to an automation and will be triggered for any new leads post-migration.
API
API redirects will take any API requests to action plans and automatically redirect those to the new automations endpoint. To learn more, view our API documentation.
Lead Profile
The lead profile will show automations instead of action plans. Automations can be manually applied to the profile.
Note: The action plan tile on the lead profile will remain visible until there are no active action plans on your account. Action plans cannot be applied.