
When this happens...

Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new deal is created.
Runs when new appointment is created
Runs when new contact is created
Runs when new task is created
Runs when contact is updated
Action is the task that follows automatically within your PushAlert integrations.
Get a list of all segments with their IDs and total subscribers.
Create a new segment to target users with web push notifications
Send a push notification to all subscribers.
Send a push notification to a specific PushAlert segment.
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Add a new deal to track a transaction and assign people or agents.

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To start, connect both your PushAlert and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in PushAlert triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how PushAlert 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 PushAlert 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 PushAlert 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.
PushAlert is a powerful platform designed to help businesses engage with their audience through web push notifications. It allows you to send real-time updates, offers, and personalized messages directly to your users' devices, ensuring higher engagement and conversion rates.
Learn MoreSimple 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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