Connect Follow Up Boss and shift4shop
Integrate Follow Up Boss with shift4shop to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Customer in Shift4shop when New Deal Created in Follow Up Boss
Update Customer in Shift4shop when New Deal Created in Follow Up Boss
Delete a Customer in Shift4shop when New Deal Created in Follow Up Boss
Create a new Card in Shift4shop when New Deal Created in Follow Up Boss
Retrieve an existing Card in Shift4shop when New Deal Created in Follow Up Boss
Popular Follow Up Boss + shift4shop 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
shift4shop
Automatically do this!
Create a Customer
Update Customer
Delete a Customer
Create a new Card
Retrieve an existing Card
Delete a Card
Retrieve an existing Customer
Retrieve an existing Charge
Create Payment link
Create Refund a Charge
Update Refund
Create a Plan
Delete a Plan
Update a Plan
Retrieve a Plan
Create a new Token
Create Subscription
Cancel a Subscription
Create a Test Payout
Update Payment link
Deactivate Payment link
Reactivate Payment link
Delete a Payment Method
Create a Customer in Shift4shop when New Deal Created in Follow Up Boss
Use this flowUpdate Customer in Shift4shop when New Deal Created in Follow Up Boss
Use this flowDelete a Customer in Shift4shop when New Deal Created in Follow Up Boss
Use this flowCreate a new Card in Shift4shop when New Deal Created in Follow Up Boss
Use this flowRetrieve an existing Card in Shift4shop when New Deal Created in Follow Up Boss
Use this flowDelete a Card in Shift4shop when New Deal Created in Follow Up Boss
Use this flowRetrieve an existing Customer in Shift4shop when New Deal Created in Follow Up Boss
Use this flowRetrieve an existing Charge in Shift4shop when New Deal Created in Follow Up Boss
Use this flowCreate Payment link in Shift4shop when New Deal Created in Follow Up Boss
Use this flowCreate Refund a Charge in Shift4shop when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and shift4shop.
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.
Create a Customer
Creates a new customer object.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Follow Up Boss and shift4shop free
No credit card required. Set up your first workflow in minutes.
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 shift4shop
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and shift4shop 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 shift4shop 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 shift4shop. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in shift4shop, and a separate workflow where shift4shop 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 shift4shop. 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 shift4shop integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
