Connect Follow Up Boss and Flow
Integrate Follow Up Boss with Flow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Flow when New Deal Created in Follow Up Boss
list task from Flow when New Deal Created in Follow Up Boss
Get List from Flow when New Deal Created in Follow Up Boss
List workspaces from Flow when New Deal Created in Follow Up Boss
List memberships in Flow when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Flow 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
Flow
Automatically do this!
Create Task
list task
Get List
List workspaces
List memberships
Create Task in Flow when New Deal Created in Follow Up Boss
Use this flowlist task from Flow when New Deal Created in Follow Up Boss
Use this flowGet List from Flow when New Deal Created in Follow Up Boss
Use this flowList workspaces from Flow when New Deal Created in Follow Up Boss
Use this flowList memberships in Flow when New Deal Created in Follow Up Boss
Use this flowCreate Task in Flow when New Appointment Is Created in Follow Up Boss
Use this flowlist task from Flow when New Appointment Is Created in Follow Up Boss
Use this flowGet List from Flow when New Appointment Is Created in Follow Up Boss
Use this flowList workspaces from Flow when New Appointment Is Created in Follow Up Boss
Use this flowList memberships in Flow when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Flow.
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 Task
Triggers when a new task is created in GetFlow.
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.
Create Task
Creates a new task in GetFlow Account.
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 Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Flow 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 Flow 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 Flow. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Flow, and a separate workflow where Flow 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 Flow. 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 Flow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
