Connect Follow Up Boss and Plumsail Documents
Integrate Follow Up Boss with Plumsail Documents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when New Deal Created in Follow Up Boss
Protect PDF document in Plumsaildocuments when New Deal Created in Follow Up Boss
Compress PDF Document in Plumsaildocuments when New Deal Created in Follow Up Boss
Extract text from PDF using Plumsail Documents when New Deal Created in Follow Up Boss
Convert Any to PDF in Plumsaildocuments when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Plumsail Documents 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
Plumsail Documents
Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Add WaterMark to a Plumsail Document when New Deal Created in Follow Up Boss
Use this flowProtect PDF document in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowCompress PDF Document in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowExtract text from PDF using Plumsail Documents when New Deal Created in Follow Up Boss
Use this flowConvert Any to PDF in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowConvert Image to PDF using Plumsail Documents when New Deal Created in Follow Up Boss
Use this flowMerge DOCX Files in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowMerge Any Files Into PDF in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowMerge XLSX Files in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowConvert PDF to Image in Plumsaildocuments when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Plumsail Documents.
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.
Add WaterMark
Add a watermark to PDF as text.
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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Plumsail Documents 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 Plumsail Documents 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 Plumsail Documents. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents 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 Plumsail Documents. 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 Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
