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Follow Up Boss - Create PDF, Word, Excel Documents
Follow Up Boss integrates with Documentero to automatically create professional documents whenever new leads, deals, or appointments are added to your CRM. Real estate agents and brokers can instantly generate contracts, reports, or client summaries without manually copying data. With triggers like new contacts or updated deal stages, Documentero uses custom templates to produce ready-to-send .docx, .pdf, or .xlsx files.
Follow Up Boss
Documentero
Triggers
Watch Appointment Created — Triggers when an appointment has been created.
Watch Contact Stage Updated — Triggers when a contact stage has been updated.
Watch Deal Stage Updated — Triggers when a deal stage has been updated.
Watch New Contact — Triggers when a contact has been created.
Watch New Deal — Triggers when a new deal has been created.
Watch Tags Added to a Contact — Triggers when tags have been added to a contact.
Watch New Website Event — Triggers when people perform an action on your IDX website.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Follow Up Boss using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Follow Up Boss using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate real estate contracts from new deals in Follow Up Boss
Create PDF buyer guides when a contact stage changes to 'buyer'
Export Excel reports of all appointments scheduled in Follow Up Boss
Generate listing presentation documents when a new lead is created
Produce closing paperwork when a deal stage is updated to 'closed'
Automatically create follow-up letters when tags are added to a contact
Build agent performance reports from website event activity logs
Generate personalized property information packets for new contacts
Create PDF summaries of client communication history from Follow Up Boss
Export detailed pipeline reports into Excel whenever deal stages are updated
How you can use Follow Up Boss + Documentero
New Contact Welcome Packet
When a new contact is added in Follow Up Boss, Documentero generates a personalized welcome packet in PDF format.
Appointment Summary Report
Each time an appointment is created, Documentero produces a meeting summary document for agents and clients.
Deal Stage Proposal
When a deal stage is updated, Documentero generates a proposal or contract draft based on the latest deal information.
Tagged Contact Report
Whenever tags are added to a contact, Documentero creates a report highlighting the contact’s profile and activity.
Website Event Activity Log
When a new website event occurs, Documentero compiles the activity into a formatted Excel report for tracking.
Setup Guides
Zapier Tutorial: Integrate Follow Up Boss with Documentero
- Create a new Zap in Zapier.
- Add Follow Up Boss to the zap and choose one of the triggers (Watch Appointment Created, Watch Contact Stage Updated, Watch Deal Stage Updated). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Follow Up Boss trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Follow Up Boss with Documentero
- Create a new scenario in Make.
- Add Follow Up Boss to the scenario and choose one of the triggers (Watch Appointment Created, Watch Contact Stage Updated, Watch Deal Stage Updated). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Follow Up Boss trigger.
- Run or schedule your scenario and verify the output.
