Connect Follow Up Boss and 2Chat
Integrate Follow Up Boss with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in 2Chat when New Deal Created in Follow Up Boss
Create WhatsApp Channel in 2Chat when New Deal Created in Follow Up Boss
List All Contacts from 2Chat when New Deal Created in Follow Up Boss
List WhatsApp Numbers from 2Chat when New Deal Created in Follow Up Boss
Get WhatsApp Messages from 2Chat when New Deal Created in Follow Up Boss
Popular Follow Up Boss + 2Chat flows
Start from a real workflow other teams are already running.
Choose a trigger
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an action
2Chat
Automatically do this!
Create Contact
Create WhatsApp Channel
List All Contacts
List WhatsApp Numbers
Get WhatsApp Messages
Check Phone Number on WhatsApp
Get WhatsApp Groups
Set WhatsApp About
Set WhatsApp Profile Picture
Send WhatsApp Message
Send WhatsApp Group Message
Add WhatsApp Business Product
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Remove Participant from WhatsApp Group
Update Contact
Delete Contact
Search Contacts
Get WhatsApp Messages by Phone Number
List Group Participants
Create Contact in 2Chat when New Deal Created in Follow Up Boss
Use this flowCreate WhatsApp Channel in 2Chat when New Deal Created in Follow Up Boss
Use this flowList All Contacts from 2Chat when New Deal Created in Follow Up Boss
Use this flowList WhatsApp Numbers from 2Chat when New Deal Created in Follow Up Boss
Use this flowGet WhatsApp Messages from 2Chat when New Deal Created in Follow Up Boss
Use this flowCheck Phone Number on WhatsApp on WhatsApp via 2Chat when New Deal Created in Follow Up Boss
Use this flowGet WhatsApp Groups from 2Chat when New Deal Created in Follow Up Boss
Use this flowSet WhatsApp About in 2Chat when New Deal Created in Follow Up Boss
Use this flowSet WhatsApp Profile Picture in 2Chat when New Deal Created in Follow Up Boss
Use this flowSend WhatsApp Message via 2Chat when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and 2Chat.
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
New WhatsApp Message
Runs when a new WhatsApp message is received for a selected WhatsApp number.
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.
Create Contact
Creates a new contact with phone, WhatsApp, email, or address details (at least one required).
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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From idea to automation.
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 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
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and 2Chat 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 Follow Up Boss and 2Chat 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 2Chat. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in Follow Up Boss. 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 Follow Up Boss and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Follow Up Boss and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
