Connect Order Desk and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Order Desk and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created in OrderDesk.
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 Order Desk integrations.
Create an Order History Item
create an history item in order on orderdeck
Create Shipment
Creates a new shipment for an order, including tracking information and carrier details.
Create Order
Creates a new order in OrderDesk.
Create Order Item
Create a new Order Item in order desk.
Create an Inventory Item
Create a new inventory Items.
Update Single Inventory Item
Update a single inventory item from orderdesk.
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Frequently Asked Questions
To start, connect both your Order Desk and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Order Desk triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Order Desk 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 Order Desk 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 Order Desk 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 Order Desk
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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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