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

Automatically do this!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact in Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List All WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Events
Check Template Status
Send WhatsApp Message
URL Shortener
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice Message
Send RCS Template Message
Create Alert
Close Alert
Send Email via Hello
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
Runs when a new inbound or outbound WhatsApp delivery report arrives.
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.
Send the selected campaign

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To start, connect both your Follow Up Boss and MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how Follow Up Boss data is recorded in MSG91. This includes choosing which data fields go into which fields of MSG91, setting up custom formats, and filtering out unwanted information.
The data sync between Follow Up Boss and MSG91 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 MSG91. 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 MoreMSG91 is a powerful communication platform that enables businesses to send transactional SMS, emails, voice calls, and WhatsApp messages with ease. It also offers a dedicated OTP service for secure two-factor authentication, helping companies deliver fast, reliable, and scalable communication to their users.
Learn More