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Follow Up Boss + Ramp Integrations

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Example workflows
Triggers and actions
Follow Up Boss + your other apps
Ramp + your other apps
FAQ

Follow Up Boss + Ramp integrations: work smarter

Connect Follow Up Boss to Ramp in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, Ramp, and many other popular SaaS applications.

Check below for example workflows using Follow Up Boss and Ramp, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Follow Up Boss + Ramp workflows

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Automatically upload receipt in Ramp for each person added in Follow Up Boss

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Create person automatically in Follow Up Boss for each transaction added in Ramp

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Find card(s) automatically in Ramp for each new deal in Follow Up Boss

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Automatically update person in Follow Up Boss for each receipt created in Ramp

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Find card(s) automatically in Ramp for each person added in Follow Up Boss

Try it

Follow Up Boss Triggers

Deal

add

New deal

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Ramp Actions

Card

Find card(s)

Receipt

upload_file

Upload receipt

Transaction

Find transaction(s)

Ramp Triggers

Receipt

add

Receipt created

Transaction

add

New transaction added

edit

Transaction changed

target

Transaction first meets conditions

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Create your own Follow Up Boss + Ramp integration

Select a trigger in Follow Up Boss

Select an action in Ramp

Create your workflow

Or automate Ramp + Follow Up Boss

Select a trigger in Ramp

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

Or connect Ramp to your other apps

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Follow Up Boss to Ramp with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or Ramp to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and Ramp to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Follow Up Boss to Ramp?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and Ramp—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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