Log sales activity from shared chat files

When a contract or proposal document is shared in Google Chat, automatically log an activity on the corresponding account record in Follow Up Boss.

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See all Follow Up Boss + Google Chat integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Follow Up Boss Explore Follow Up Boss →

Triggers

New lead created

Fires when a new lead or contact is created in Follow Up Boss.

Deal stage changed

Fires when a deal moves to a new stage in Follow Up Boss.

Deal won

Fires when a deal is marked won in Follow Up Boss.

Contact updated

Fires when a field on a contact changes in Follow Up Boss.

Actions

Create or update contact

Creates or updates a contact in Follow Up Boss.

Create deal

Creates a new deal in Follow Up Boss.

Update deal stage

Moves a deal to a new stage in Follow Up Boss.

Log activity

Logs a call, email, or note against a record in Follow Up Boss.

Google Chat Explore Google Chat →

Triggers

New message posted to a channel

Fires when a new message is posted to a channel in Google Chat.

Mentioned in a message

Fires when your team or a keyword is mentioned in Google Chat.

New channel created

Fires when a new channel is created in Google Chat.

New file shared

Fires when a new file is shared in Google Chat.

Actions

Send a channel message

Posts a message to a channel in Google Chat.

Send a direct message

Sends a direct message to a person in Google Chat.

Create a channel

Creates a new channel in Google Chat.

Invite a user to a channel

Adds a user to a channel in Google Chat.

Celebrate won deals in sales channels Whenever a deal is marked won in Follow Up Boss, automatically post a celebratory message in the dedicated Google Chat team channel to notify leadership. See details

Create dedicated chat channels for high-value leads When a new lead enters Follow Up Boss, automatically set up a dedicated project channel in Google Chat and invite key team members to collaborate. See details

See all Follow Up Boss + Google Chat integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log sales activity from shared chat files” between Follow Up Boss and Google Chat?

Yes — describe it in the box above and Knit's Integrations Agent researches Follow Up Boss and Google Chat's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can sales notifications be posted automatically to team channels?

Yes, whenever a deal changes stage or is won in Follow Up Boss, a customized notification message is instantly sent to your selected channel in Google Chat.

Can team discussions in Google Chat update records in Follow Up Boss?

Yes, when team members post specific updates or share key files in Google Chat, you can automatically log activities or update deal stages in Follow Up Boss.