Connect Flattrade and Follow Up Boss
Integrate Flattrade with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User Details from Flattrade when New Contact Created in Follow Up Boss
Get Time Price Data from Flattrade when Contact Is Updated in Follow Up Boss
Get Time Price Data from Flattrade when New Contact Created in Follow Up Boss
Get Time Price Data from Flattrade when New Deal Created in Follow Up Boss
Place Order with Flattrade when New Appointment Is Created in Follow Up Boss
Popular Flattrade + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Flattrade
When this happens...
- Request a new Trigger for Flattrade
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Get User Details from Flattrade when New Contact Created in Follow Up Boss
Use this flowGet Time Price Data from Flattrade when Contact Is Updated in Follow Up Boss
Use this flowGet Time Price Data from Flattrade when New Contact Created in Follow Up Boss
Use this flowGet Time Price Data from Flattrade when New Deal Created in Follow Up Boss
Use this flowPlace Order with Flattrade when New Appointment Is Created in Follow Up Boss
Use this flowGet User Details from Flattrade when New Task Is Created in Follow Up Boss
Use this flowGet Positions from Flattrade when New Deal Created in Follow Up Boss
Use this flowPlace Order with Flattrade when Contact Is Updated in Follow Up Boss
Use this flowGet Positions from Flattrade when New Task Is Created in Follow Up Boss
Use this flowGet User Details from Flattrade when Contact Is Updated in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Flattrade 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 Flattrade integrations.
Get Quotes
Retrieve live quote for a selected instrument and exchange.
Get User Details
Retrieve account details for the logged-in Flattrade user.
Place Order
Place a buy or sell market, limit, or SL-Limit order with price, quantity, product, exchange and optional trigger or remarks.
Get Time Price Data
Retrieve historical time-price data for a Flattrade instrument.
Get Single Order History
Retrieve history records for a specified Flattrade order.
Get Positions
Retrieve open and day positions for the logged-in Flattrade account. Use it to check holdings before placing orders.
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 Flattrade
Flattrade is an Indian discount stockbroker that offers a free API (Pi) for trading on NSE, BSE, NFO and MCX. With this integration you can search instruments, fetch live quotes and historical candle data, place and cancel orders, and check your order book and positions. The MA Crossover Signal trigger watches an instrument's moving averages and fires a BUY when the fast average (default 7) crosses above the slow one (default 18) and a SELL when it crosses back, so you can automate indicator-based trades.
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 Flattrade 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 Flattrade 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 Flattrade triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Flattrade. 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 Flattrade 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 Flattrade 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.
