Connect Follow Up Boss and Gretel AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an Action
Automatically do this!
Get a specific Project
Create project
List Project
Update Project
Delete Project
List Project Members
Create or Update Invite / Membership
Delete Membership or Invite
List project artifacts
Create project artifact
Get project artifact
Delete project artifact
Get model
Query Models
Update model
Get model artifact
Delete model
Query record handlers
Get record handler
Update record handler
Delete record handler
Search Workflow Runs
Create Workflow Run
Cancel Workflow Run
Search Workflows
Get Your Billing Data
List Invites
List Clusters
Ready to use Follow Up Boss and Gretel AI automations
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
Actions and Triggers
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.
Get a specific Project
Fetch a single project owned or belonged to by the current user by the project ID or project name.
Know More About Follow Up Boss and Gretelai Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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.
Frequently Asked Questions
To start, connect both your Follow Up Boss and Gretel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in Gretel AI (or vice versa).
Absolutely. You can customize how Follow Up Boss data is recorded in Gretel AI. This includes choosing which data fields go into which fields of Gretel AI, setting up custom formats, and filtering out unwanted information.
The data sync between Follow Up Boss and Gretel AI 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 Gretel AI. 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.
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 MoreAbout Gretel AI
Gretel AI provides tools and APIs to generate synthetic data, ensuring privacy and security while enabling data sharing and collaboration. It is designed to help developers and data scientists create high-quality, privacy-preserving synthetic data for machine learning and analytics.
Learn More
