Connect Easybill and Follow Up Boss
Integrate Easybill with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when New Document Created in Easybill
Create Deal in Follow Up Boss when New Document Created in Easybill
Create Contact in Follow Up Boss when New Document Created in Easybill
Create Task in Follow Up Boss when New Document Created in Easybill
Add Note to Contact in Follow Up Boss when New Document Created in Easybill
Popular Easybill + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Easybill
When this happens...
New Document Created
Project Updated
New Project Created
Project Deleted
New Task Created
Task Updated
Task Deleted
New SEPA Payment Created
SEPA Payment Updated
SEPA Payment Deleted
New Position Created
Position Updated
Position Deleted
Post Box Created
Post Box Updated
Post Box Delete
Post Box Fail
New Customer Created
Customer Update
Customer Delete
New Contact Created
Contact Update
Contact Delete
Document Update
Document Completed
Document Payment Add
Document Payment Delete
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
List Contacts from Follow Up Boss when New Document Created in Easybill
Use this flowCreate Deal in Follow Up Boss when New Document Created in Easybill
Use this flowCreate Contact in Follow Up Boss when New Document Created in Easybill
Use this flowCreate Task in Follow Up Boss when New Document Created in Easybill
Use this flowAdd Note to Contact in Follow Up Boss when New Document Created in Easybill
Use this flowList Contacts from Follow Up Boss when Project Updated in Easybill
Use this flowCreate Deal in Follow Up Boss when Project Updated in Easybill
Use this flowCreate Contact in Follow Up Boss when Project Updated in Easybill
Use this flowCreate Task in Follow Up Boss when Project Updated in Easybill
Use this flowAdd Note to Contact in Follow Up Boss when Project Updated in Easybill
Use this flowSupported Triggers & Actions
Everything you can automate between Easybill and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
New Task Created
Triggered when a new Task is created in Easybill.
Task Updated
Triggered when a Task is updated in Easybill.
Do thisActions
Action is the task that follows automatically within your Easybill integrations.
Create Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Update Customer
Update a customer in a account.
Create Customer Groups
Creates Customer Groups in a account.
Delete Customer Group
Delete a customer group from account.
Update Customer Groups
Updates Customer Group in a account.
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 Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreAbout 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 Easybill 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 Easybill 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 Easybill triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Easybill. 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 Easybill 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 Easybill 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.
