Connect Follow Up Boss and Floworg AI
Integrate Follow Up Boss with Floworg AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Tag By Name To User when New Deal Created in Follow Up Boss
Add Tag To User in Floworg AI when New Deal Created in Follow Up Boss
Broadcast Sub flow To User in Floworgai when New Deal Created in Follow Up Boss
Clear User Field in Floworg AI when New Deal Created in Follow Up Boss
Clear User Field by Name in Floworg AI when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Floworg AI 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
Floworg AI
Automatically do this!
Add Tag By Name To User
Add Tag To User
Broadcast Sub flow To User
Clear User Field
Clear User Field by Name
Create Custom Field
Create Tag
Pause Bot Automation
Remove Tag by Name from User
Remove Tag from User
Resume Bot Automation
Send Content to User
Send Main Flow to User
Send Sub Flow to User
Send Text to User
Set Bot Field
Set Bot Field by Name
Set User Field
Set User Field by Name
Create Bot User
Find Agent By Email
Add Tag By Name To User when New Deal Created in Follow Up Boss
Use this flowAdd Tag To User in Floworg AI when New Deal Created in Follow Up Boss
Use this flowBroadcast Sub flow To User in Floworgai when New Deal Created in Follow Up Boss
Use this flowClear User Field in Floworg AI when New Deal Created in Follow Up Boss
Use this flowClear User Field by Name in Floworg AI when New Deal Created in Follow Up Boss
Use this flowCreate Custom Field in Floworg AI when New Deal Created in Follow Up Boss
Use this flowCreate Tag in Floworgai when New Deal Created in Follow Up Boss
Use this flowPause Bot Automation in Floworg AI when New Deal Created in Follow Up Boss
Use this flowRemove Tag by Name from User in Floworgai when New Deal Created in Follow Up Boss
Use this flowRemove Tag from User in Floworg AI when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Floworg AI.
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
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.
Add Tag By Name To User
Add tag by name to specific user
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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AI will build it for you
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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Floworg AI 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 Floworg AI 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 Floworg AI. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Floworg AI, and a separate workflow where Floworg AI 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 Floworg AI. 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 Floworg AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
