Full list

Supported Triggers & Actions

Everything you can automate between Quipu and Follow Up Boss.

When this happensTriggers

A trigger is an event that starts a workflow.

New Deal Created

New Deal Created

Triggers when new deal is created.

New Appointment Is Created

New Appointment Is Created

Runs when new appointment is created

New Contact Created

New Contact Created

Runs when new contact is created

New Task Is Created

New Task Is Created

Runs when new task is created

Contact Is Updated

Contact Is Updated

Runs when contact is updated

Request a new Trigger for Quipu

Do thisActions

Action is the task that follows automatically within your Quipu integrations.

Create Contact

Create Contact

Creates a contact.

Create an Income Invoice

Create an Income Invoice

creates an income invoice

Create an Income Ticket

Create an Income Ticket

creates an income ticket

List Contacts

List Contacts

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.

Create Deal

Create Deal

Add a new deal to track a transaction and assign people or agents.

Create Contact

Create Contact

Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 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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Integrations Quipu
Quipu + Follow Up Boss
Quipu logo

About Quipu

Quipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.

Learn more
Integrations Follow Up Boss
Follow Up Boss + Quipu
Follow Up Boss logo

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.

Learn more

Frequently Asked Questions

How do I connect Quipu and Follow Up Boss?

Sign up for a free viaSocket account, then authorize both your Quipu 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Quipu and Follow Up Boss as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Quipu to Follow Up Boss?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Quipu triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Quipu. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Quipu and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Quipu 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.