Connect Just Invoice and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Just Invoice
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Just Invoice 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 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.
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Frequently Asked Questions
To start, connect both your Just Invoice and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Just Invoice 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 Just Invoice 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 Just Invoice 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 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.
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