Connect Follow Up Boss and Freelo
Integrate Follow Up Boss with Freelo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Freelo when New Deal Created in Follow Up Boss
Activate Task in Freelo when New Deal Created in Follow Up Boss
Create Subtask in Freelo when New Deal Created in Follow Up Boss
Create Comment in Freelo when New Deal Created in Follow Up Boss
Create Work Report in Freelo when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Freelo 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
Freelo
Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Activate Task
Finish Task
Update Task in Freelo
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get a Issued Invoice Details
Mark Invoice as Invoiced
Invite Users to Projects
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Move Task to Task List
Add Labels to Task
Remove Label From Task
Create Task in Freelo when New Deal Created in Follow Up Boss
Use this flowActivate Task in Freelo when New Deal Created in Follow Up Boss
Use this flowCreate Subtask in Freelo when New Deal Created in Follow Up Boss
Use this flowCreate Comment in Freelo when New Deal Created in Follow Up Boss
Use this flowCreate Work Report in Freelo when New Deal Created in Follow Up Boss
Use this flowList Issued Invoices from Freelo when New Deal Created in Follow Up Boss
Use this flowGet a Issued Invoice Details from Freelo when New Deal Created in Follow Up Boss
Use this flowMark Invoice as Invoiced in Freelo when New Deal Created in Follow Up Boss
Use this flowInvite Users to Projects in Freelo when New Deal Created in Follow Up Boss
Use this flowList Users from Freelo when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Freelo.
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 Created
Triggered when a new task is created in a project.
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 Project
Create a new project in Freelo.
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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From idea to automation.
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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Freelo 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 Freelo 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 Freelo. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Freelo, and a separate workflow where Freelo 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 Freelo. 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 Freelo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
