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Set up your first integration
Quickly connect Ally Hub to Follow Up Boss with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Ally Hub with Follow Up Boss - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Bill" from Ally Hub.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Ally Hub and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItTriggerPolling - New Sold Quote
Triggers when a student quote is set as sold.
Try ItTriggerPolling - New Student
Triggers when a new student is created.
Try ItTriggerPolling - Student NameRequired
- Student Email
- StatusRequired
ActionWrite
- New First Quote
Triggers when a student first quote is created.
Try ItTriggerPolling - New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItTriggerPolling - New Task or Event
Triggers when a new task or event is created.
Try ItTriggerPolling - Student NameRequired
- SurnameRequired
- Student Email
- City
- State
- CountryRequired
- Address
- Postal Code
- Phone 1
- Phone 2
- Document 1
- Document 2
- Perception
- Studied Idiom Name
- Studied Idiom Level
- Facebook Link
- Instagram Link
- Twitter Link
- Skype Username
- Passport Number
- Passport Validity Date
- Occupation
- Contact Name
- Contact Phone
- Observation
ActionWrite
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