Connect Follow Up Boss and Way We Do
Integrate Follow Up Boss with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when New Deal Created in Follow Up Boss
Complete a Checklist Step in Way We Do when New Deal Created in Follow Up Boss
Start Checklist Instance in Way We Do when New Deal Created in Follow Up Boss
Find a Checklist by Title in Way-we-do when New Deal Created in Follow Up Boss
Find a Checklist Instance by ID in Way We Do when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Way We Do 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
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when New Deal Created in Follow Up Boss
Use this flowComplete a Checklist Step in Way We Do when New Deal Created in Follow Up Boss
Use this flowStart Checklist Instance in Way We Do when New Deal Created in Follow Up Boss
Use this flowFind a Checklist by Title in Way-we-do when New Deal Created in Follow Up Boss
Use this flowFind a Checklist Instance by ID in Way We Do when New Deal Created in Follow Up Boss
Use this flowFind a Checklist Instance by Title in Way We Do when New Deal Created in Follow Up Boss
Use this flowFind a Procedure by Title in Way-we-do when New Deal Created in Follow Up Boss
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Deal Created in Follow Up Boss
Use this flowFind a User in Way-we-do when New Deal Created in Follow Up Boss
Use this flowFind a Checklist Step by Title in Way-we-do when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Way We Do.
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 Comment
Triggers when a new comment is added to a checklist.
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.
Add a New User
Create and invite a New User.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Way We Do 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 Way We Do 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 Way We Do. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Way We Do, and a separate workflow where Way We Do 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 Way We Do. 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 Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
