Connect Follow Up Boss and SnapTrade
Integrate Follow Up Boss with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when New Deal Created in Follow Up Boss
Get Equity Quotes from SnapTrade when New Deal Created in Follow Up Boss
Estimate Equity Order Impact with SnapTrade when New Deal Created in Follow Up Boss
Place Options Order through SnapTrade when New Deal Created in Follow Up Boss
List Crypto Pairs on SnapTrade when New Deal Created in Follow Up Boss
Popular Follow Up Boss + SnapTrade 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
SnapTrade
Automatically do this!
Place Equity Order
Get Equity Quotes
Estimate Equity Order Impact
Place Options Order
List Crypto Pairs
Cancel Order
Find Account Symbols
List Accounts
Place Equity Order with SnapTrade when New Deal Created in Follow Up Boss
Use this flowGet Equity Quotes from SnapTrade when New Deal Created in Follow Up Boss
Use this flowEstimate Equity Order Impact with SnapTrade when New Deal Created in Follow Up Boss
Use this flowPlace Options Order through SnapTrade when New Deal Created in Follow Up Boss
Use this flowList Crypto Pairs on SnapTrade when New Deal Created in Follow Up Boss
Use this flowCancel Order on SnapTrade when New Deal Created in Follow Up Boss
Use this flowFind Account Symbols in SnapTrade when New Deal Created in Follow Up Boss
Use this flowList Accounts from SnapTrade when New Deal Created in Follow Up Boss
Use this flowPlace Equity Order with SnapTrade when New Appointment Is Created in Follow Up Boss
Use this flowGet Equity Quotes from SnapTrade when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and SnapTrade.
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.
Place Equity Order
Place a buy or sell order for a stock or ETF in a connected brokerage account.
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 SnapTrade
SnapTrade is a unified brokerage connectivity and trading API that enables fintech teams and developers to connect users’ brokerage accounts, access normalized portfolio data (balances, holdings, orders, transactions), and place trades for stocks, ETFs, options, and crypto through a single secure integration. With SDKs, webhooks, and high-success authentication, it powers portfolio tracking, holdings verification, and embedded trading across hundreds of millions of retail investor accounts.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and SnapTrade 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 SnapTrade 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 SnapTrade. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in SnapTrade, and a separate workflow where SnapTrade 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 SnapTrade. 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 SnapTrade integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
