Cardly + Follow Up Boss + Filter by Zapier

Send cards in Cardly to new contacts in Follow Up Boss

Whenever a new contact is created with address details in Follow Up Boss, this Zap will automate sending them a card with Cardly to welcome them to your service. Cardly will capture the artwork and template you specify, create a personalized, handwritten card tailored to your contact, and send it in the mail with a real stamp. Improve your onboarding process and welcome your new contacts without any manual outreach.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send a CardSend a card using a template and selected artwork.
ActionWrite

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Discover other triggers and actions you can use with Follow Up Boss, Filter by Zapier, and more

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Only continue if...
  Required
Action
Filter
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Email Address
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Contact ID
  Required
- Enable Test Mode
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Shipping Method
  Required
- Recipient's First Name
  Required
- Recipient's Last Name
- Recipient Company
- Recipient Country
  Required
- Recipient Address
  Required
- Recipient Address Line 2
- Recipient Suburb/City
  Required
- Recipient ZIP/Postcode
  Required
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Contact List
  Required
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Cardly Contact Identifier
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- List Name
  Required
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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Marketing Automation

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About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

Zapier

Related Zap Templates

Send a card in Cardly when tags are added to new contacts in Follow Up Boss

Add tag to new Follow Up Boss contacts and synchronize them in Cardly