Connect Follow Up Boss and TeamWave
Integrate Follow Up Boss with TeamWave to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in TeamWave when New Deal Created in Follow Up Boss
List Project Timelog from TeamWave when New Deal Created in Follow Up Boss
List Project Share from TeamWave when New Deal Created in Follow Up Boss
Get Project Settings from TeamWave when New Deal Created in Follow Up Boss
Get PM User Permission from TeamWave when New Deal Created in Follow Up Boss
Popular Follow Up Boss + TeamWave 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
TeamWave
Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
Create Task in TeamWave when New Deal Created in Follow Up Boss
Use this flowList Project Timelog from TeamWave when New Deal Created in Follow Up Boss
Use this flowList Project Share from TeamWave when New Deal Created in Follow Up Boss
Use this flowGet Project Settings from TeamWave when New Deal Created in Follow Up Boss
Use this flowGet PM User Permission from TeamWave when New Deal Created in Follow Up Boss
Use this flowList Taskgroups from TeamWave when New Deal Created in Follow Up Boss
Use this flowList Tasks from TeamWave when New Deal Created in Follow Up Boss
Use this flowList Events from TeamWave when New Deal Created in Follow Up Boss
Use this flowList Project Milestone from TeamWave when New Deal Created in Follow Up Boss
Use this flowList Files from TeamWave when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and TeamWave.
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.
Create Task
Creates a new task
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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and TeamWave 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 TeamWave 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 TeamWave. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in TeamWave, and a separate workflow where TeamWave 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 TeamWave. 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 TeamWave integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
