Integrate Follow Up Boss with Bolna to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Voice AI Agents from Bolna when New Deal Created in Follow Up Boss
List Phone Numbers from Bolna when New Deal Created in Follow Up Boss
List Knowledgebases from Bolna when New Deal Created in Follow Up Boss
List Providers from Bolna when New Deal Created in Follow Up Boss
List Voices from Bolna when New Deal Created in Follow Up Boss
Start from a real workflow other teams are already running.
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Bolna
Automatically do this!
Make a Phone Call
List All Executions
List Voice AI Agents
List Phone Numbers
List Knowledgebases
List Providers
List Voices
List Voice AI Agents from Bolna when New Deal Created in Follow Up Boss
Use this flowList Phone Numbers from Bolna when New Deal Created in Follow Up Boss
Use this flowList Knowledgebases from Bolna when New Deal Created in Follow Up Boss
Use this flowList Providers from Bolna when New Deal Created in Follow Up Boss
Use this flowList Voices from Bolna when New Deal Created in Follow Up Boss
Use this flowList Voice AI Agents from Bolna when New Appointment Is Created in Follow Up Boss
Use this flowList Phone Numbers from Bolna when New Appointment Is Created in Follow Up Boss
Use this flowList Knowledgebases from Bolna when New Appointment Is Created in Follow Up Boss
Use this flowList Providers from Bolna when New Appointment Is Created in Follow Up Boss
Use this flowList Voices from Bolna when New Appointment Is Created in Follow Up Boss
Use this flowEverything you can automate between Follow Up Boss and Bolna.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Follow Up Boss integrations.
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.
Create outbound calls.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreBolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
Learn moreSign up for a free viaSocket account, then authorize both your Follow Up Boss and Bolna 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 Bolna 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 Bolna. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Bolna, and a separate workflow where Bolna 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 Bolna. 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 Bolna integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.