Connect Klipfolio and Follow Up Boss
Integrate Klipfolio with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when New Deal Created in Follow Up Boss
Delete User from Group in Klipfolio when New Deal Created in Follow Up Boss
Reset Password operation in Klipfolio when New Deal Created in Follow Up Boss
Resend Invitation in Klipfolio when New Deal Created in Follow Up Boss
Create/Update User Properties in Klipfolio when New Deal Created in Follow Up Boss
Popular Klipfolio + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Klipfolio
When this happens...
- Request a new Trigger for Klipfolio
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Add User to Group in Klipfolio when New Deal Created in Follow Up Boss
Use this flowDelete User from Group in Klipfolio when New Deal Created in Follow Up Boss
Use this flowReset Password operation in Klipfolio when New Deal Created in Follow Up Boss
Use this flowResend Invitation in Klipfolio when New Deal Created in Follow Up Boss
Use this flowCreate/Update User Properties in Klipfolio when New Deal Created in Follow Up Boss
Use this flowDelete User Properties in Klipfolio when New Deal Created in Follow Up Boss
Use this flowRemove User from Role in Klipfolio when New Deal Created in Follow Up Boss
Use this flowDelete User Tab Instance in Klipfolio when New Deal Created in Follow Up Boss
Use this flowAdd a user to the role in Klipfolio when New Deal Created in Follow Up Boss
Use this flowRemove a User from Role in Klipfolio when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio 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 Klipfolio integrations.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio 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 Klipfolio 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 Klipfolio triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Klipfolio. 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 Klipfolio 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 Klipfolio 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.
