Automate Follow Up Boss with viaSocket
Eliminate repetitive tasks and manual data entry. Build automated workflows with viaSocket's AI agents and serverless logic — no code required.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Follow Up Boss.
Update records in Follow Up Boss automatically when data changes in the apps your team already uses.
Log Follow Up Boss activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Follow Up Boss
Ready-made flows built with Follow Up Boss — preview one, then make it yours.
Ready to use Follow Up Boss automations
Triggers and Actions in Follow Up Boss Automations
viaSocket makes it simple to connect Follow Up Boss and automate repetitive tasks.
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 Follow Up Boss integrations.
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.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Real-world use cases of Follow Up Boss integrations
See how Follow Up Boss integrates with popular apps to automate tasks and streamline your workflow.
Start a workflow in your other tools whenever something new happens in Follow Up Boss.
Update records in Follow Up Boss automatically when data changes in the apps your team already uses.
Log Follow Up Boss activity into a spreadsheet or database so reporting stays current without manual entry.
Alert the right teammate or channel when an important Follow Up Boss event needs a response.
Add AI steps that summarize, classify, or draft text from your Follow Up Boss data mid-workflow.
Run Follow Up Boss workflows on a daily or weekly schedule to keep records and reports in sync.
How to get started with Follow Up Boss automations
Automate when something happens in Follow Up Boss
Login -> Create new flow -> Select trigger -> Search Follow Up Boss -> Choose the trigger from the list
Take action in Follow Up Boss when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Follow Up Boss -> Choose the action from the list
Trigger
Action
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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