Connect Follow Up Boss and Powabase.ai
Integrate Follow Up Boss with Powabase.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create AI Agent in Powabase.ai when New Deal Created in Follow Up Boss
Run Agent on Powabase.ai when New Deal Created in Follow Up Boss
Find Agents in Powabase.ai when New Deal Created in Follow Up Boss
Find Sessions in Powabase.ai when New Deal Created in Follow Up Boss
List Knowledge Bases from Powabase.ai when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Powabase.ai 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
Powabase.ai
Automatically do this!
Create AI Agent
Run Agent
Find Agents
Find Sessions
List Knowledge Bases
Create AI Agent in Powabase.ai when New Deal Created in Follow Up Boss
Use this flowRun Agent on Powabase.ai when New Deal Created in Follow Up Boss
Use this flowFind Agents in Powabase.ai when New Deal Created in Follow Up Boss
Use this flowFind Sessions in Powabase.ai when New Deal Created in Follow Up Boss
Use this flowList Knowledge Bases from Powabase.ai when New Deal Created in Follow Up Boss
Use this flowCreate AI Agent in Powabase.ai when New Appointment Is Created in Follow Up Boss
Use this flowRun Agent on Powabase.ai when New Appointment Is Created in Follow Up Boss
Use this flowFind Agents in Powabase.ai when New Appointment Is Created in Follow Up Boss
Use this flowFind Sessions in Powabase.ai when New Appointment Is Created in Follow Up Boss
Use this flowList Knowledge Bases from Powabase.ai when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Powabase.ai.
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.
Create AI Agent
Create a new AI agent by providing a name, model, optional system prompt, and optional settings (for example, temperature).
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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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 Powabase.ai
Powabase is an all-in-one development platform for AI applications that unifies a Postgres-based BaaS (RLS, auth, object storage, realtime) with built-in RAG pipelines, an agent runtime with tools, and drag-and-drop workflows—accessible through a single REST API. It’s open source with self-hosting via Docker or Kubernetes and a managed cloud option, and you bring your own LLM keys for cost and compliance control.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Powabase.ai 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 Powabase.ai 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 Powabase.ai. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Powabase.ai, and a separate workflow where Powabase.ai 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 Powabase.ai. 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 Powabase.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
