Connect Iterate and Follow Up Boss
Integrate Iterate with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Deal in Follow Up Boss when When a survey question is answered in Iterate
Create Contact in Follow Up Boss when When a survey question is answered in Iterate
Create Task in Follow Up Boss when When a survey question is answered in Iterate
Add Note to Contact in Follow Up Boss when When a survey question is answered in Iterate
Create Deal in Follow Up Boss when When a survey response is submitted in Iterate
Popular Iterate + Follow Up Boss flows
Start from a real workflow other teams are already running.
Create Deal in Follow Up Boss when When a survey question is answered in Iterate
Use this flowCreate Contact in Follow Up Boss when When a survey question is answered in Iterate
Use this flowCreate Task in Follow Up Boss when When a survey question is answered in Iterate
Use this flowAdd Note to Contact in Follow Up Boss when When a survey question is answered in Iterate
Use this flowCreate Deal in Follow Up Boss when When a survey response is submitted in Iterate
Use this flowCreate Contact in Follow Up Boss when When a survey response is submitted in Iterate
Use this flowCreate Task in Follow Up Boss when When a survey response is submitted in Iterate
Use this flowAdd Note to Contact in Follow Up Boss when When a survey response is submitted in Iterate
Use this flowSupported Triggers & Actions
Everything you can automate between Iterate and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
When a survey question is answered
Runs the workflow automatically whenever a question in the selected survey is answered.
When a survey response is submitted
Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.
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
Do thisActions
Action is the task that follows automatically within your Iterate integrations.
Add User to Survey
Add user to a survey
List Surveys
Show all survey forms
Get Survey Responses
Retrieve responses for a survey
Get Survey Stats
Get survey response statistics
Search User
Find user by email/ID/property
Anonymize User
Remove a user's personal data
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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About Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Iterate and Follow Up Boss 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 Iterate and Follow Up Boss 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 Follow Up Boss. No coding required.
Yes. You can set up a workflow where Iterate triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Iterate. 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 Iterate and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Iterate and Follow Up Boss integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
