Connect Follow Up Boss and SmartRoutes
Integrate Follow Up Boss with SmartRoutes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Order in SmartRoutes when New Deal Created in Follow Up Boss
Get Customer by ID in Smartroutes when New Deal Created in Follow Up Boss
Update Customer by ID in Smartroutes when New Deal Created in Follow Up Boss
Get All Vehicles from SmartRoutes when New Deal Created in Follow Up Boss
Delete Orders by Order Number in Smartroutes when New Deal Created in Follow Up Boss
Popular Follow Up Boss + SmartRoutes 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
SmartRoutes
Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
Create a Order in SmartRoutes when New Deal Created in Follow Up Boss
Use this flowGet Customer by ID in Smartroutes when New Deal Created in Follow Up Boss
Use this flowUpdate Customer by ID in Smartroutes when New Deal Created in Follow Up Boss
Use this flowGet All Vehicles from SmartRoutes when New Deal Created in Follow Up Boss
Use this flowDelete Orders by Order Number in Smartroutes when New Deal Created in Follow Up Boss
Use this flowGet Orders in Smartroutes when New Deal Created in Follow Up Boss
Use this flowList Custom Fields in Smartroutes when New Deal Created in Follow Up Boss
Use this flowList Capacities in Smartroutes when New Deal Created in Follow Up Boss
Use this flowList Customers in Smartroutes when New Deal Created in Follow Up Boss
Use this flowList Notification Templates in Smartroutes when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and SmartRoutes.
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 Order Created
Triggers when a new order 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 Order
Creates a new order.
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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and SmartRoutes 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 SmartRoutes 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 SmartRoutes. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in SmartRoutes, and a separate workflow where SmartRoutes 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 SmartRoutes. 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 SmartRoutes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
