Connect Just Invoice and Follow Up Boss
Integrate Just Invoice with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Just Invoice when New Deal Created in Follow Up Boss
Get Invoice details from Just Invoice when New Deal Created in Follow Up Boss
Finalize Invoice in Just Invoice when New Deal Created in Follow Up Boss
Mark Invoice Paid in Justinvoice-app when New Deal Created in Follow Up Boss
Cancel an Invoice in Just Invoice when New Deal Created in Follow Up Boss
Popular Just Invoice + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Just Invoice
When this happens...
- Request a new Trigger for Just Invoice
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Create Invoice in Just Invoice when New Deal Created in Follow Up Boss
Use this flowGet Invoice details from Just Invoice when New Deal Created in Follow Up Boss
Use this flowFinalize Invoice in Just Invoice when New Deal Created in Follow Up Boss
Use this flowMark Invoice Paid in Justinvoice-app when New Deal Created in Follow Up Boss
Use this flowCancel an Invoice in Just Invoice when New Deal Created in Follow Up Boss
Use this flowDelete Invoice in Just Invoice when New Deal Created in Follow Up Boss
Use this flowCreate Invoice in Just Invoice when New Appointment Is Created in Follow Up Boss
Use this flowGet Invoice details from Just Invoice when New Appointment Is Created in Follow Up Boss
Use this flowFinalize Invoice in Just Invoice when New Appointment Is Created in Follow Up Boss
Use this flowMark Invoice Paid in Justinvoice-app when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Just Invoice and Follow Up Boss.
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 Just Invoice integrations.
Create Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get Invoice details
Show details for a selected invoice
Finalize Invoice
Finalize an invoice to lock its details and mark it as complete.
Mark Invoice Paid
Mask an existing final invoice as paid.
Cancel an Invoice
Cancel an invoice
Delete Invoice
Remove an invoice from your account.
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 Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
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 Just Invoice 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 Just Invoice 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 Just Invoice triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Just Invoice. 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 Just Invoice 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 Just Invoice 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.
