Connect Follow Up Boss and Nutshell
Integrate Follow Up Boss with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts in Nutshell when Contact Is Updated in Follow Up Boss
List Items For Leads in Nutshell when New Appointment Is Created in Follow Up Boss
List Contacts in Nutshell when New Contact Created in Follow Up Boss
List Activity Types in Nutshell when New Appointment Is Created in Follow Up Boss
List Applicable Custom Fields in Nutshell when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Nutshell 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
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
List Contacts in Nutshell when Contact Is Updated in Follow Up Boss
Use this flowList Items For Leads in Nutshell when New Appointment Is Created in Follow Up Boss
Use this flowList Contacts in Nutshell when New Contact Created in Follow Up Boss
Use this flowList Activity Types in Nutshell when New Appointment Is Created in Follow Up Boss
Use this flowList Applicable Custom Fields in Nutshell when New Deal Created in Follow Up Boss
Use this flowList Leads in Nutshell when New Contact Created in Follow Up Boss
Use this flowList Custom Fields For Leads from Nutshell when New Appointment Is Created in Follow Up Boss
Use this flowList Contacts in Nutshell when New Task Is Created in Follow Up Boss
Use this flowList Activity Types in Nutshell when Contact Is Updated in Follow Up Boss
Use this flowList Leads in Nutshell when Contact Is Updated in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Nutshell.
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.
Find User
Finds an existing User by email.
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 Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Nutshell 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 Nutshell 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 Nutshell. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Nutshell, and a separate workflow where Nutshell 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 Nutshell. 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 Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
