
When this happens...
New Employee
New Department
New Location

Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when there is a new employee in created.
Trigger when a new department created.
Trigger when new location in created.
Triggers when new deal is created.
Runs when new appointment is created
Runs when new contact is created
Action is the task that follows automatically within your Deputy integrations.
Get Company details
Create a new staff member.
Create a new location.
View a timesheet
create a new department
Start a shift for your staff.

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To start, connect both your Deputy and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Deputy triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Deputy data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between Deputy and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Deputy and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.
Learn MoreSimple 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.
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