Connect Follow Up Boss and noCRM.io
Integrate Follow Up Boss with noCRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when New Lead in Nocrmio
Create Deal in Follow Up Boss when New Lead in Nocrmio
Add Note to Contact in Follow Up Boss when New Lead in Nocrmio
List Contacts from Follow Up Boss when New Client Folder in noCRM.io
Create Deal in Follow Up Boss when New Client Folder in noCRM.io
Popular Follow Up Boss + noCRM.io 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
noCRM.io
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
List Contacts from Follow Up Boss when New Lead in Nocrmio
Use this flowCreate Deal in Follow Up Boss when New Lead in Nocrmio
Use this flowAdd Note to Contact in Follow Up Boss when New Lead in Nocrmio
Use this flowList Contacts from Follow Up Boss when New Client Folder in noCRM.io
Use this flowCreate Deal in Follow Up Boss when New Client Folder in noCRM.io
Use this flowAdd Note to Contact in Follow Up Boss when New Client Folder in noCRM.io
Use this flowList Contacts from Follow Up Boss when New Lead Comment in noCRM.io
Use this flowCreate Deal in Follow Up Boss when New Lead Comment in noCRM.io
Use this flowAdd Note to Contact in Follow Up Boss when New Lead Comment in noCRM.io
Use this flowList Contacts from Follow Up Boss when Lead Deleted in noCRM.io
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and noCRM.io.
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 Lead
Triggers when a new lead is created
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.
List Client Folders
Return the list of client folders
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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and noCRM.io 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 noCRM.io 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 noCRM.io. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in noCRM.io, and a separate workflow where noCRM.io 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 noCRM.io. 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 noCRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
