Connect Follow Up Boss and Simpro
Integrate Follow Up Boss with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New Appointment Is Created in Follow Up Boss
Create Company Customer in Simpro when New Appointment Is Created in Follow Up Boss
Create Individual Customer in Simpro when New Appointment Is Created in Follow Up Boss
Create Service Job in Simpro when New Appointment Is Created in Follow Up Boss
Find Job in Simpro when New Appointment Is Created in Follow Up Boss
Popular Follow Up Boss + Simpro 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
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Contact in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowCreate Company Customer in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowCreate Individual Customer in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowCreate Service Job in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowFind Job in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowFind Schedule in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowFind Quote in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowFind Company Customer in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowCreate Schedule in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowFind Contact in Simpro when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Simpro.
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 Company Customer
Triggers when a new company customer 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 Contact
Creates a new contact
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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Simpro 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 Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Simpro, and a separate workflow where Simpro 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 Simpro. 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 Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
