Follow Up Boss + Krozu Integration

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically adds new contact without initiating any automated follow-up sequences

Automatically finds and retrieves contact information

Automatically adds tags to a contact

Automatically updates contact details without initiating any action sequences

Automatically reassigns the task to a different agent

Automatically updates the stage of a contact based on particular criteria

Automatically creates a new note in the particular format

Automatically generates a new deal with

Automatically creates a new inquiry or logs a website event

Automatically applies an action plan to a contact

Automatically invites team members to collaborate on projects and share resources

Automatically pauses the action plan for a contact

Automatically creates a new task

Automatically record and save call details for future reference

Automatically adds a new card to the particular board

Automatically removes a card from the board

Automatically adds a comment to a card

Automatically renames a card

Automatically relocates a particular card within a project board

Automatically move card to an archive section for future reference

Automatically unarchives a card

Automatically searches for a card on the board

Automatically adds a new checklist item to an existing checklist

Automatically creates a new list within a particular board for organizational purposes

Automatically mark a checklist item with a checkmark symbol

Automatically unchecks selected item on a particular checklist

Automatically renames an item within a checklist

Automatically removes an item from a checklist

Automatically renames a list

Automatically removes a list and all its contents

Automatically toggles time tracking for a list

Automatically sets the weighting of a list

Automatically sets the weighting range of a list

Automatically sets the card limit for a list

Automatically sets the progress of a card

Automatically recurses a card into a board

Automatically recurses a board into a card

Automatically save and store a list for reference or future use

Automatically unarchives a list

Automatically sets the estimated hours to complete a card

Automatically notifies the assigned member of a card

Automatically sets the start date and time for a card

Automatically sets the end date and time for a card

Automatically sets the start date and time for a board

Automatically sets the due date and time for a card

Automatically sets the end date and time for a board

Automatically sets the due date and time for a board

Automatically sets the estimated hours to complete a board

Automatically notifies the project manager of a board

Automatically searches for a board

Automatically searches for a list in a board

Automatically searches for a group within the board

Automatically searches for a checklist within a card

Automatically adds a message to the particular board

Automatically assigns a user to a card

Automatically adds user to particular board for collaboration

Automatically unassigns a user from a card

Automatically unassigns a user from a board

Automatically renames a group

Automatically renames a board

Automatically adds checklist to cards for easy tracking of tasks

Automatically renames a checklist

Automatically removes the entire checklist from the system

Automatically retrieves checklist item within a checklist