> ## Documentation Index
> Fetch the complete documentation index at: https://docs.automatebusiness.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow-ups

> Schedule reminders, action items, and task notifications for leads and contacts.

Follow-ups are time-sensitive reminders, calls, demos, or review tasks linked to either a lead deal or an individual contact. They ensure that team members never miss an opportunity to engage a client.

## Entity distinctions

Automate CRM separates follow-ups by parent entity to support distinct sales and customer success workflows:

* **Lead follow-ups (`lead-followups`)**: Associated with deals in progress. Created with `lead_id`. Used for demo calls, contract proposals, negotiations, and closing check-ins.
* **Contact follow-ups (`contact-followups`)**: Associated with individuals. Created with `contact_id`. Used for relationship reviews, onboarding follow-ups, and support satisfaction checks.

## Key fields and lifecycle

* **Due date (`due_date`)**: ISO 8601 timestamp specifying when the action is required.
* **Reminder timestamp (`reminder_at`)**: Optional notification timestamp before the due date.
* **Status transitions**: Follow-ups move through `pending`, `completed`, or `cancelled` statuses.
* **Assignment**: Tasks can be delegated to specific team members using their user identifier (`assigned_to`).

## Related API operations

* [List lead follow-ups](https://docs.automatebusiness.com/automate-crm/api-reference/follow-ups/list-lead-followups.md): Paginate and filter follow-ups for leads.
* [Create lead follow-up](https://docs.automatebusiness.com/automate-crm/api-reference/follow-ups/create-lead-followup.md): Schedule a task for a lead.
* [Update lead follow-up](https://docs.automatebusiness.com/automate-crm/api-reference/follow-ups/update-lead-followup.md): Modify due dates or mark as completed.
* [List contact follow-ups](https://docs.automatebusiness.com/automate-crm/api-reference/follow-ups/list-contact-followups.md): Paginate and filter follow-ups for contacts.
* [Create contact follow-up](https://docs.automatebusiness.com/automate-crm/api-reference/follow-ups/create-contact-followup.md): Schedule a task for a contact.
* [Update contact follow-up](https://docs.automatebusiness.com/automate-crm/api-reference/follow-ups/update-contact-followup.md): Modify due dates or mark as completed.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.