Connect Altoviz and Follow Up Boss
Integrate Altoviz with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a Sales Invoice in Altoviz when New Deal Created in Follow Up Boss
Find Settings in Altoviz when New Deal Created in Follow Up Boss
Find a Product in Altoviz when New Deal Created in Follow Up Boss
Find a Customer in Altoviz when New Deal Created in Follow Up Boss
Find a Contact in Altoviz when New Deal Created in Follow Up Boss
Popular Altoviz + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Altoviz
When this happens...
- Request a new Trigger for Altoviz
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Find a Sales Invoice in Altoviz when New Deal Created in Follow Up Boss
Use this flowFind Settings in Altoviz when New Deal Created in Follow Up Boss
Use this flowFind a Product in Altoviz when New Deal Created in Follow Up Boss
Use this flowFind a Customer in Altoviz when New Deal Created in Follow Up Boss
Use this flowFind a Contact in Altoviz when New Deal Created in Follow Up Boss
Use this flowFind a Sales Invoice in Altoviz when New Appointment Is Created in Follow Up Boss
Use this flowFind a Product in Altoviz when New Appointment Is Created in Follow Up Boss
Use this flowFind a Customer in Altoviz when New Appointment Is Created in Follow Up Boss
Use this flowFind a Sales Invoice in Altoviz when New Contact Created in Follow Up Boss
Use this flowFind Settings in Altoviz when New Contact Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Altoviz and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Altoviz integrations.
Find a Sales Invoice
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
Find Settings
Find an application settings
Find a Product
Find a product by its number. Optionally create a product if none is found
Find a Customer
Finds a customer by email-ID. Optionally creates a new customer if none are found
Find a Contact
Find a contact by Email.Optionally create a contact if none are found
Create a Contact
Creates a new contact
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Altoviz
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
Learn moreSimilar apps
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Altoviz and Follow Up Boss accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Altoviz and Follow Up Boss as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Follow Up Boss. No coding required.
Yes. You can set up a workflow where Altoviz triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Altoviz. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Altoviz and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Altoviz and Follow Up Boss integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
