Connect DocsBot and Follow Up Boss
Integrate DocsBot with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Ask Question in Docsbot when New Deal Created in Follow Up Boss
Ask Question in Docsbot when New Appointment Is Created in Follow Up Boss
Ask Question in Docsbot when New Contact Created in Follow Up Boss
Ask Question in Docsbot when New Task Is Created in Follow Up Boss
Ask Question in Docsbot when Contact Is Updated in Follow Up Boss
Popular DocsBot + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
DocsBot
When this happens...
- Request a new Trigger for DocsBot
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ask Question in Docsbot when New Deal Created in Follow Up Boss
Use this flowAsk Question in Docsbot when New Appointment Is Created in Follow Up Boss
Use this flowAsk Question in Docsbot when New Contact Created in Follow Up Boss
Use this flowAsk Question in Docsbot when New Task Is Created in Follow Up Boss
Use this flowAsk Question in Docsbot when Contact Is Updated in Follow Up Boss
Use this flowCreate Web Source in Docsbot when New Deal Created in Follow Up Boss
Use this flowCreate Web Source in Docsbot when New Appointment Is Created in Follow Up Boss
Use this flowCreate Web Source in Docsbot when New Contact Created in Follow Up Boss
Use this flowCreate Web Source in Docsbot when New Task Is Created in Follow Up Boss
Use this flowCreate Web Source in Docsbot when Contact Is Updated in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between DocsBot 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 DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
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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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 DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn more
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 DocsBot 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 DocsBot 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 DocsBot triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in DocsBot. 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 DocsBot 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 DocsBot 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.
