Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
CLI tool for the Follow Up Boss CRM API. Manage contacts, notes, tasks, deals, calls, and webhooks from the command line. Text and email logging is supported, but the API records only — it does not send messages.
Lets agents and developers script CRM operations and automate lead intake without clicking through the FUB web UI.
When to use it
- Search and retrieve contact details by name or ID
- Create a new lead that triggers FUB automations
- Log call outcomes and voicemails against a contact
- Create and complete follow-up tasks with due dates
- Set up or delete webhooks for CRM event automation
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: create a new lead from a website form submission and log a follow-up task
- 1Run events create with source, name, email, and phone to create the lead and trigger automations
- 2Retrieve the new person record using people search to get their ID
- 3Run tasks create with the person ID, task body, and due date
- 4Confirm task creation by listing tasks filtered to that person
Lead created in Follow Up Boss with automations triggered, follow-up task assigned and visible in the agent's task list
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.