Connect Follow Up Boss and Podio
Integrate Follow Up Boss with Podio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Item in Podio when New Deal Created in Follow Up Boss
Get all Files in Podio when New Deal Created in Follow Up Boss
Get all Tasks in Podio when New Deal Created in Follow Up Boss
Create Task in Podio when New Deal Created in Follow Up Boss
List Categories in Podio when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Podio 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
Podio
Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
Add Comment to Item
Update Task
Mark Task as Complete
Update Status
Find Item in Podio when New Deal Created in Follow Up Boss
Use this flowGet all Files in Podio when New Deal Created in Follow Up Boss
Use this flowGet all Tasks in Podio when New Deal Created in Follow Up Boss
Use this flowCreate Task in Podio when New Deal Created in Follow Up Boss
Use this flowList Categories in Podio when New Deal Created in Follow Up Boss
Use this flowList Top Shares in Podio when New Deal Created in Follow Up Boss
Use this flowList own shares in Podio when New Deal Created in Follow Up Boss
Use this flowList apps in Podio when New Deal Created in Follow Up Boss
Use this flowList Global Exports in Podio when New Deal Created in Follow Up Boss
Use this flowList Calendar Summary in Podio when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Podio.
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 Item Created
Runs when a new item is added to your Podio app.
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.
Create Status
Post a message to a workspace stream.
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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Podio 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 Podio 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 Podio. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Podio, and a separate workflow where Podio 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 Podio. 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 Podio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
