Connect Follow Up Boss and Clerk
Integrate Follow Up Boss with Clerk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Users in Clerk when New Deal Created in Follow Up Boss
Find Organizations in Clerk when New Deal Created in Follow Up Boss
Create Organization in Clerk when New Deal Created in Follow Up Boss
Delete User in Clerk when New Deal Created in Follow Up Boss
Update Organization in Clerk when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Clerk 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
Clerk
Automatically do this!
Find Users
Find Organizations
Create Organization
Delete User
Update Organization
Delete Organization
Create User
Update User
Find Role Sets
Find Users in Clerk when New Deal Created in Follow Up Boss
Use this flowFind Organizations in Clerk when New Deal Created in Follow Up Boss
Use this flowCreate Organization in Clerk when New Deal Created in Follow Up Boss
Use this flowDelete User in Clerk when New Deal Created in Follow Up Boss
Use this flowUpdate Organization in Clerk when New Deal Created in Follow Up Boss
Use this flowDelete Organization in Clerk when New Deal Created in Follow Up Boss
Use this flowCreate User in Clerk when New Deal Created in Follow Up Boss
Use this flowUpdate User in Clerk when New Deal Created in Follow Up Boss
Use this flowFind Role Sets in Clerk when New Deal Created in Follow Up Boss
Use this flowFind Users in Clerk when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Clerk.
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
When a new user is created
Runs the workflow automatically whenever a new user is created in the account.
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.
Find Users
Retrieve users using optional search, filters, sorting, and pagination.
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 Clerk
Clerk is a comprehensive platform designed to streamline and automate customer support and communication processes. It offers a suite of tools to manage customer interactions, track support tickets, and enhance overall customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Clerk 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 Clerk 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 Clerk. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Clerk, and a separate workflow where Clerk 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 Clerk. 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 Clerk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
