Integrations Document360 Follow Up Boss
Document360 + Follow Up Boss

Connect Document360 and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Enable Integrations or automations with these events of Document360 and Follow Up Boss

Enable Integrations or automations with these events of Document360 and Follow Up Boss

Actions

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

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Frequently Asked Questions

How do I start an integration between Document360 and Follow Up Boss?

To start, connect both your Document360 and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Follow Up Boss (or vice versa).

Can we customize how data from Document360 is recorded in Follow Up Boss?

Absolutely. You can customize how Document360 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.

How often does the data sync between Document360 and Follow Up Boss?

The data sync between Document360 and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Document360 to Follow Up Boss?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Document360 and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between Document360 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.

Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

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Follow Up Boss

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.

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