Connect Onfleet and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Onfleet and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when an Onfleet task is created.
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 Onfleet integrations.
Create Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
List Workers
Returns a collection of all workers in your organization.
Get Workers by Location
You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.
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Frequently Asked Questions
To start, connect both your Onfleet and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Onfleet triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Onfleet 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 Onfleet 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 Onfleet 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
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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