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Follow Up Boss

通过 Node CLI 调用 Follow Up Boss CRM 接口,支持查询与创建人员、笔记、任务、事件、商机、通话、短信/邮件记录、Webhook、来源和用户,并提供全局搜索。短信与邮件只能记录不能实际发送,创建事件会触发 CRM 自动化。

danielfoch
danielfoch
热度 81.35
最近更新 2026-05-17 12:02:37
分类:协作依赖:代码执行 / 第三方 API应用场景:CRM / 任务管理 / API 集成 / 工作流

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add follow-up-boss
Metadata
name
follow-up-boss
description
CLI for interacting with the Follow Up Boss API. Manage people, notes, tasks, events, deals, webhooks, and more.

Follow Up Boss (CLI)

CLI for interacting with the Follow Up Boss API.

Setup

  1. Get API Key: Follow Up Boss → Admin → API → Create API Key

  2. Set Environment Variable:

export FUB_API_KEY="fka_xxxxxxxxxxxx"

CLI Usage

node fub.js <command> [options]

Commands

Command Description
me Current user info
people [query] List/search people
person <id> Get person details
people create <json> Create person via /events (triggers automations)
people update <id> <json> Update a person
notes <personId> Get notes for a person
notes create <json> Create a note
tasks [query] List tasks
tasks create <json> Create a task
tasks complete <id> Complete a task
events [query] List events
events create <json> Create event (for lead intake)
pipelines Get pipelines
deals [query] List deals
deals create <json> Create a deal
textmessages <personId> Get text messages for a person
textmessages create <json> Log a text (NOT sent - recorded only!)
emails <personId> Get emails for a person
emails create <json> Log an email (NOT sent - recorded only!)
calls <personId> Get calls for a person
calls create <json> Log a call
webhooks List webhooks
webhooks create <json> Create webhook
webhooks delete <id> Delete webhook
sources Get lead sources
users Get users/agents
search <query> Global search

Examples

# List people
node fub.js people "limit=10"

# Get person
node fub.js person 123

# Create a lead (triggers automations!)
node fub.js events create '{"source":"Website","system":{"name":"John Doe","email":"john@test.com","phone":"5551234567"}}'

# Add a note
node fub.js notes create '{"personId":123,"body":"Called - left voicemail"}'

# Create task
node fub.js tasks create '{"personId":123,"body":"Follow up","dueDate":"2026-02-20"}'

# Complete task
node fub.js tasks complete 456

# Log a text (NOT sent - recorded!)
node fub.js textmessages create '{"personId":123,"body":"Hey!","direction":"outbound"}'

# Log a call
node fub.js calls create '{"personId":123,"direction":"outbound","outcome":"voicemail"}'

# Search
node fub.js search "john"

Important Notes

  • Text/Email Logging: The API can log texts and emails but cannot actually send them. Use FUB's built-in texting or integrations like SendHub for sending.
  • Rate Limits: GET /events: 20 req/10 sec, All else: 250 req/10 sec