Connect ReadMe and Follow Up Boss
Integrate ReadMe with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Deal in Follow Up Boss when Updated Branches in ReadMe
Create Contact in Follow Up Boss when Updated Branches in ReadMe
Create Task in Follow Up Boss when Updated Branches in ReadMe
Add Note to Contact in Follow Up Boss when Updated Branches in ReadMe
Show Documentation Branches in ReadMe when New Deal Created in Follow Up Boss
Popular ReadMe + Follow Up Boss flows
Start from a real workflow other teams are already running.
Create Deal in Follow Up Boss when Updated Branches in ReadMe
Use this flowCreate Contact in Follow Up Boss when Updated Branches in ReadMe
Use this flowCreate Task in Follow Up Boss when Updated Branches in ReadMe
Use this flowAdd Note to Contact in Follow Up Boss when Updated Branches in ReadMe
Use this flowShow Documentation Branches in ReadMe when New Deal Created in Follow Up Boss
Use this flowCreate Documentation Category in ReadMe when New Deal Created in Follow Up Boss
Use this flowUpdate Category in ReadMe when New Deal Created in Follow Up Boss
Use this flowCreate Custom Page in ReadMe when New Deal Created in Follow Up Boss
Use this flowUpload Image to ReadMe when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between ReadMe and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Branches
Retrieve branches updated in the last N minutes.
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 ReadMe integrations.
Show Documentation Branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create Documentation Category
Create a new documentation category in the selected branch and section.
Update Category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create Custom Page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload Image
Add an image to your ReadMe documentation.
List Categories
Show all or one category
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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About ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
Learn more
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
Sign up for a free viaSocket account, then authorize both your ReadMe 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 ReadMe 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 ReadMe triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in ReadMe. 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 ReadMe 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 ReadMe 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.
