
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated

Automatically do this!
Enable Integrations or automations with these events of Follow Up Boss and ADP SmartCompliance
Triggers when new deal is created.
Runs when new appointment is created
Runs when new contact is created
Runs when new task is created
Runs when contact is updated
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.
Add a new deal to track a transaction and assign people or agents.
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
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To start, connect both your Follow Up Boss and ADP SmartCompliance accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in ADP SmartCompliance (or vice versa).
Absolutely. You can customize how Follow Up Boss data is recorded in ADP SmartCompliance. This includes choosing which data fields go into which fields of ADP SmartCompliance, setting up custom formats, and filtering out unwanted information.
The data sync between Follow Up Boss and ADP SmartCompliance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Follow Up Boss and ADP SmartCompliance. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreADP SmartCompliance is a comprehensive solution designed to help businesses manage compliance and mitigate risk in areas such as employment tax, wage payments, wage garnishments, and unemployment claims. It streamlines processes and ensures adherence to regulatory requirements, making it easier for organizations to stay compliant and reduce administrative burdens.
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