Log brand interactions on CRM profiles

When new mentions occur on Taplio, automatically log the activity directly onto the matching contact or lead in Follow Up Boss.

Try:

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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.

Taplio Explore Taplio →

Triggers

New post published

Fires when a scheduled post goes live in Taplio.

Post failed to publish

Fires when a post fails to publish in Taplio.

New mention or comment

Fires when your brand is mentioned or a post gets a comment in Taplio.

Actions

Create or schedule a post

Creates a post in Taplio or adds it to the schedule.

Add a post to the queue

Adds a post to the publishing queue in Taplio.

Reply to a comment

Posts a reply to a comment in Taplio.

Create sales leads from social media comments When a user posts a comment or mention on Taplio, automatically create or update a contact record in Follow Up Boss for team follow-up. See details

Schedule promotional posts when deals are won When a deal reaches the won stage in Follow Up Boss, automatically queue a celebratory update on Taplio to highlight new client milestones. See details

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

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FAQ

Common questions

Can Knit build “Log brand interactions on CRM profiles” between Follow Up Boss and Taplio?

Yes — describe it in the box above and Knit's Integrations Agent researches Follow Up Boss and Taplio'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.

How can social media interactions generate CRM leads?

When someone mentions or comments on your profile in Taplio, you can automatically create or update a lead profile in Follow Up Boss.

Can closing a deal trigger a social post?

Yes, when a deal is marked won in Follow Up Boss, you can automatically schedule or publish an announcement post on Taplio.