Connect Follow Up Boss and Appcues
Integrate Follow Up Boss with Appcues to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Segment in Appcues when New Deal Created in Follow Up Boss
Create Segment in Appcues when New Deal Created in Follow Up Boss
Unpublish a Flow in Appcues when New Deal Created in Follow Up Boss
Publish a Flow on Appcues when New Deal Created in Follow Up Boss
Update a Group Profile in Appcues when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Appcues flows
Start from a real workflow other teams are already running.
Update a Segment in Appcues when New Deal Created in Follow Up Boss
Use this flowCreate Segment in Appcues when New Deal Created in Follow Up Boss
Use this flowUnpublish a Flow in Appcues when New Deal Created in Follow Up Boss
Use this flowPublish a Flow on Appcues when New Deal Created in Follow Up Boss
Use this flowUpdate a Group Profile in Appcues when New Deal Created in Follow Up Boss
Use this flowUpdate a User Profile in Appcues when New Deal Created in Follow Up Boss
Use this flowTrack User Event in Appcues when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Appcues.
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 Flow
Retrieve Appcues flows created within the last specified number of minutes.
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.
Update a Segment
Update the name and/or description of an existing Appcues segment using its segment ID.
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 Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Appcues 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 Appcues 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 Appcues. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Appcues, and a separate workflow where Appcues 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 Appcues. 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 Appcues integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
