Connect Follow Up Boss and Tiledesk
Integrate Follow Up Boss with Tiledesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Tiledesk when New Deal Created in Follow Up Boss
Send Message to Conversation in Tiledesk when New Deal Created in Follow Up Boss
Invite a team member to Tiledesk when New Deal Created in Follow Up Boss
Create saved reply in Tiledesk when New Deal Created in Follow Up Boss
Create tag in Tiledesk when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Tiledesk 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
Tiledesk
Automatically do this!
Create a Contact
Send Message to Conversation
Invite a team member
Create saved reply
Create tag
Create support request
Update Contact
Create label
Create group
Create a Contact in Tiledesk when New Deal Created in Follow Up Boss
Use this flowSend Message to Conversation in Tiledesk when New Deal Created in Follow Up Boss
Use this flowInvite a team member to Tiledesk when New Deal Created in Follow Up Boss
Use this flowCreate saved reply in Tiledesk when New Deal Created in Follow Up Boss
Use this flowCreate tag in Tiledesk when New Deal Created in Follow Up Boss
Use this flowCreate support request in Tiledesk when New Deal Created in Follow Up Boss
Use this flowUpdate Contact in Tiledesk when New Deal Created in Follow Up Boss
Use this flowCreate label in Tiledesk when New Deal Created in Follow Up Boss
Use this flowCreate group in Tiledesk when New Deal Created in Follow Up Boss
Use this flowCreate a Contact in Tiledesk when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Tiledesk.
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 contact Arrives
runs when new contact arrives
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 Contact
Add a new Contact to Tiledesk.
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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Tiledesk 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 Tiledesk 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 Tiledesk. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Tiledesk, and a separate workflow where Tiledesk 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 Tiledesk. 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 Tiledesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
