Connect Ganttic and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Ganttic
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Ganttic and Follow Up Boss automations
Actions and Triggers
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 Ganttic integrations.
List All Users
Retrieves the list of all users
Create Task
Creates a new task.
Create Resource
Creates a new resource.
Create Project
Creates a new project.
Get All Projects
Gets a list of your projects, with an option to filter by project title.
List All Resources
Retrieves the list of all resources
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Frequently Asked Questions
To start, connect both your Ganttic and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Ganttic triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Ganttic data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between Ganttic and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ganttic and Follow Up Boss. 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.
About Ganttic
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
Learn MoreAbout 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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