Connect Follow Up Boss and SureCart
Integrate Follow Up Boss with SureCart to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when Affiliation Request Created in Surecart
Create Deal in Follow Up Boss when Affiliation Request Created in Surecart
Create Contact in Follow Up Boss when Affiliation Request Created in Surecart
Create Task in Follow Up Boss when Affiliation Request Created in Surecart
Add Note to Contact in Follow Up Boss when Affiliation Request Created in Surecart
Popular Follow Up Boss + SureCart 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
SureCart
Automatically do this!
Find Affiliation
Find Affiliation Request
Find Checkout
Find Coupon
Find Customer
Get Orders
Find Manual Payment Method
Find Payout
Find Price
Find Product
Find Promotion
Find Referral
Get Subscriptions
Get Account Details
Retrieves price
Update Price
Duplicate Prices
Retrieve Order Protocol
Retrieve Brands
Retrieves account's custome
Retrieves details of the current account
Get details of the current account abandoned
Retrieves account's affiliation protocol
Retrieves current account's tax protocol
Retrieves account's subscription protocol
Retrieves account's customer notification protocol
Retrieves current account's portal protocol
Update Account
Update Brand
Creates Display Currency
Create Export
Creates Transaction Balance
Creates Verification Code
Create Coupon
Creates Download
Create Product Group
Create Promotion
Create Customer
Create Affiliation
Create a Referral
Update a Referral
Approve Referral
Create Tax Override
Updates Tax Override
Creates Cancellation Reason
Update a Cancellation Reason
Update Shipping Protocol
Deactivate Affiliation
Activate Affiliation
Create Manual Payment Method
Update Manual Payment Method
Update Customer Notification
Update a Download
Delete Download
Delete Customer
List Contacts from Follow Up Boss when Affiliation Request Created in Surecart
Use this flowCreate Deal in Follow Up Boss when Affiliation Request Created in Surecart
Use this flowCreate Contact in Follow Up Boss when Affiliation Request Created in Surecart
Use this flowCreate Task in Follow Up Boss when Affiliation Request Created in Surecart
Use this flowAdd Note to Contact in Follow Up Boss when Affiliation Request Created in Surecart
Use this flowList Contacts from Follow Up Boss when Customer Created in SureCart
Use this flowCreate Deal in Follow Up Boss when Customer Created in SureCart
Use this flowCreate Contact in Follow Up Boss when Customer Created in SureCart
Use this flowCreate Task in Follow Up Boss when Customer Created in SureCart
Use this flowAdd Note to Contact in Follow Up Boss when Customer Created in SureCart
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and SureCart.
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
Affiliation Request Created
Triggers when a affiliation request 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.
Find Affiliation
Find an existing affiliation by ID.
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 SureCart
The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business by effortlessly selling online.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and SureCart 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 SureCart 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 SureCart. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in SureCart, and a separate workflow where SureCart 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 SureCart. 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 SureCart integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
