Connect Follow Up Boss and Tavus to Build Intelligent Automations

Choose a Trigger

Follow Up Boss

When this happens...

Choose an Action

Tavus

Automatically do this!

Ready to use Follow Up Boss and Tavus automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Deal Created

New Deal Created

Triggers when new deal is created.

New Appointment Is Created

New Appointment Is Created

Runs when new appointment is created

New Contact Created

New Contact Created

Runs when new contact is created

New Task Is Created

New Task Is Created

Runs when new task is created

Contact Is Updated

Contact Is Updated

Runs when contact is updated

New Conversation

New Conversation

Trigger when new conversation is created.

Do thisActions

Action is the task that follows automatically within your Follow Up Boss integrations.

List Contacts

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

Create Deal

Add a new deal to track a transaction and assign people or agents.

Create Contact

Create Contact

Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.

Create Task

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 Note to Contact

Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.

Generate Speech

Generate Speech

Generate Speech.

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Frequently Asked Questions

How do I start an integration between Follow Up Boss and Tavus?

To start, connect both your Follow Up Boss and Tavus accounts to viaSocket. Once connected, you can set up a workflow where an event in Follow Up Boss triggers actions in Tavus (or vice versa).

Can we customize how data from Follow Up Boss is recorded in Tavus?

Absolutely. You can customize how Follow Up Boss data is recorded in Tavus. This includes choosing which data fields go into which fields of Tavus, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Follow Up Boss and Tavus?

The data sync between Follow Up Boss and Tavus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Follow Up Boss to Tavus?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Follow Up Boss and Tavus?

Yes, you can set conditional logic to control the flow of data between Follow Up Boss and Tavus. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Follow Up Boss

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.

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Tavus

About Tavus

Tavus is an innovative platform that leverages artificial intelligence to create personalized video content at scale. It allows businesses to engage with their audience through customized video messages, enhancing customer interaction and marketing efforts.

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