Integrate Follow Up Boss with Paddle to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when New Customer in Paddle
Create Deal in Follow Up Boss when New Customer in Paddle
Create Contact in Follow Up Boss when New Customer in Paddle
Create Task in Follow Up Boss when New Customer in Paddle
Add Note to Contact in Follow Up Boss when New Customer in Paddle
Start from a real workflow other teams are already running.
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Paddle
Automatically do this!
Create Customer
Update Customer
Generate Customer Authentication Token
Create an Address
Update an Address
Create a Business
Create a Price
Search Product Price
Search Events
Search Customer
Search Products
Create a Discount
Search Discount
Update Discount
Search Price
Create a Discount Group
Update a Price
Update a Product
Update a Business
List Contacts from Follow Up Boss when New Customer in Paddle
Use this flowCreate Deal in Follow Up Boss when New Customer in Paddle
Use this flowCreate Contact in Follow Up Boss when New Customer in Paddle
Use this flowCreate Task in Follow Up Boss when New Customer in Paddle
Use this flowAdd Note to Contact in Follow Up Boss when New Customer in Paddle
Use this flowList Contacts from Follow Up Boss when New Address in Paddle
Use this flowCreate Deal in Follow Up Boss when New Address in Paddle
Use this flowCreate Contact in Follow Up Boss when New Address in Paddle
Use this flowCreate Task in Follow Up Boss when New Address in Paddle
Use this flowAdd Note to Contact in Follow Up Boss when New Address in Paddle
Use this flowEverything you can automate between Follow Up Boss and Paddle.
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
Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.
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.
Creates a new customer in Paddle.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 morePaddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
Learn moreSign up for a free viaSocket account, then authorize both your Follow Up Boss and Paddle 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 Paddle 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 Paddle. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Paddle, and a separate workflow where Paddle 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 Paddle. 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 Paddle integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.