Connect Follow Up Boss and Trello
Integrate Follow Up Boss with Trello to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Deal in Follow Up Boss when New/Updated Board in Trello
Create Contact in Follow Up Boss when New/Updated Board in Trello
Create Task in Follow Up Boss when New/Updated Board in Trello
Add Note to Contact in Follow Up Boss when New/Updated Board in Trello
Create Deal in Follow Up Boss when Card Archived in Trello
Popular Follow Up Boss + Trello flows
Start from a real workflow other teams are already running.
Create Deal in Follow Up Boss when New/Updated Board in Trello
Use this flowCreate Contact in Follow Up Boss when New/Updated Board in Trello
Use this flowCreate Task in Follow Up Boss when New/Updated Board in Trello
Use this flowAdd Note to Contact in Follow Up Boss when New/Updated Board in Trello
Use this flowCreate Deal in Follow Up Boss when Card Archived in Trello
Use this flowCreate Contact in Follow Up Boss when Card Archived in Trello
Use this flowCreate Task in Follow Up Boss when Card Archived in Trello
Use this flowAdd Note to Contact in Follow Up Boss when Card Archived in Trello
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Trello.
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/Updated Board
Triggers when a new board is added or 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 Board
Create a new board
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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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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Follow Up Boss and Trello workflows.
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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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Trello 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 Trello 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 Trello. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Trello, and a separate workflow where Trello 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 Trello. 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 Trello integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
