Connect Follow Up Boss and SendBird AI Chatbot
Integrate Follow Up Boss with SendBird AI Chatbot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Bot in Sendbird when New Deal Created in Follow Up Boss
Create a User in Sendbird when New Deal Created in Follow Up Boss
Create open channel in Sendbird when New Deal Created in Follow Up Boss
Create Group Channel in Sendbird when New Deal Created in Follow Up Boss
Send Bot Message in Sendbird when New Deal Created in Follow Up Boss
Popular Follow Up Boss + SendBird AI Chatbot 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
SendBird AI Chatbot
Automatically do this!
Create a Bot
Create a User
Create open channel
Create Group Channel
Send Bot Message
Create a Schedule Message
Block a User
Ban a user from an open channels
Update a User
Delete a User
Register operators to an open channel
Register operators to an group channel
Unregister operators from an open channel
Unregister operators from a group channel
Leave all group channels
Create User Metadata
Update metadata
Delete User's Metadata
Update an open channel
Update a Group Channel
Delete an open channel
Delete a group channel
Join a channel
Leave a channel
Hide a channel
Update user's group channel invitation preference
Invite Members
Accept an invitation
Update default invitation preference
Decline an invitation
Create Channel Metadata
Update Channel Metadata
Delete Channel Metadata
Send a Text Message
Add emoji category
Update an emoji category URL
Delete an emoji category
Add emoji
Update an emoji URL
Delete an Emoji
Unblock a User
Mute a participant in an open channel
Mute a participant in a group channel
Unmute a participant in a group channel
Unmute a participant in an open channel
Ban a user from a group channels
Update banned user status of a group channel
Update banned user status of an open channel
Unban a participant from an open channel
Unban a member from a group channel
Freeze a group channel
Freeze an open channel
Update a Bot
Join channels
Leave channels
Delete a bot
Report a user
Report a Channel
Create a Bot in Sendbird when New Deal Created in Follow Up Boss
Use this flowCreate a User in Sendbird when New Deal Created in Follow Up Boss
Use this flowCreate open channel in Sendbird when New Deal Created in Follow Up Boss
Use this flowCreate Group Channel in Sendbird when New Deal Created in Follow Up Boss
Use this flowSend Bot Message in Sendbird when New Deal Created in Follow Up Boss
Use this flowCreate a Schedule Message in Sendbird when New Deal Created in Follow Up Boss
Use this flowBlock a User in Sendbird when New Deal Created in Follow Up Boss
Use this flowBan a user from an open channels in SendBird AI Chatbot when New Deal Created in Follow Up Boss
Use this flowUpdate a User in SendBird AI Chatbot when New Deal Created in Follow Up Boss
Use this flowDelete a User from SendBird AI Chatbot when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and SendBird AI Chatbot.
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 Open Channel
Triggers when an open channel 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.
Create a Bot
Creates a new bot within an application.
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 SendBird AI Chatbot
SendBird AI Chatbot is a powerful tool designed to enhance communication by integrating AI-driven chat capabilities into your applications. It allows businesses to automate customer interactions, provide instant support, and improve user engagement through intelligent conversation management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and SendBird AI Chatbot 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 SendBird AI Chatbot 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 SendBird AI Chatbot. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in SendBird AI Chatbot, and a separate workflow where SendBird AI Chatbot 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 SendBird AI Chatbot. 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 SendBird AI Chatbot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
