Integrations Follow Up Boss Veshort
Follow Up Boss + Veshort

Connect Follow Up Boss and Veshort to Build Intelligent Automations

Choose a Trigger

Follow Up Boss

When this happens...

Choose an Action

Veshort

Automatically do this!

Ready to use Follow Up Boss and Veshort 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 Short Link Created

New Short Link Created

Triggers when a new short link is created in your Veshort account.

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.

Create Short Link

Create Short Link

Creates a short, branded link from a long URL with tracking and optional customization.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Follow Up Boss and Veshort 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 Veshort?

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 Veshort?

Yes, you can set conditional logic to control the flow of data between Follow Up Boss and Veshort. 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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Veshort

About Veshort

Veshort is an all-in-one link management platform to shorten URLs, create QR codes, and track performance. Automate workflows, monitor clicks, and optimize your marketing with real-time analytics.

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