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

Automatically do this!
Create Cluster
Create a Directory
Delete a Job
Create a Repo
Delete Repo
Explore more automations built by businesses and experts
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.
Creates a new Databricks cluster for processing tasks.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Follow Up Boss and Databricks accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in Databricks (or vice versa).
Absolutely. You can customize how Follow Up Boss data is recorded in Databricks. This includes choosing which data fields go into which fields of Databricks, setting up custom formats, and filtering out unwanted information.
The data sync between Follow Up Boss and Databricks 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 Databricks. 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 MoreDatabricks is a cloud-based data platform that provides a collaborative environment for data engineering, data science, and machine learning. It offers a unified analytics platform that simplifies data processing and enables organizations to build and deploy AI models at scale. With its powerful integration capabilities, Databricks allows teams to work together seamlessly, accelerating innovation and driving data-driven decision-making.
Learn More