Connect Ricky and Follow Up Boss
Integrate Ricky with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when New Contact Created in Ricky
Create Deal in Follow Up Boss when New Contact Created in Ricky
Create Contact in Follow Up Boss when New Contact Created in Ricky
Create Task in Follow Up Boss when New Contact Created in Ricky
Add Note to Contact in Follow Up Boss when New Contact Created in Ricky
Popular Ricky + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Ricky
When this happens...
New Contact Created
Updated Contact
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
List Contacts from Follow Up Boss when New Contact Created in Ricky
Use this flowCreate Deal in Follow Up Boss when New Contact Created in Ricky
Use this flowCreate Contact in Follow Up Boss when New Contact Created in Ricky
Use this flowCreate Task in Follow Up Boss when New Contact Created in Ricky
Use this flowAdd Note to Contact in Follow Up Boss when New Contact Created in Ricky
Use this flowList Contacts from Follow Up Boss when Updated Contact in Ricky
Use this flowCreate Deal in Follow Up Boss when Updated Contact in Ricky
Use this flowCreate Contact in Follow Up Boss when Updated Contact in Ricky
Use this flowCreate Task in Follow Up Boss when Updated Contact in Ricky
Use this flowAdd Note to Contact in Follow Up Boss when Updated Contact in Ricky
Use this flowSupported Triggers & Actions
Everything you can automate between Ricky and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a contact is created in Ricky, by the API or with their first message.
Updated Contact
Runs when a contact's fields, tags or custom values are saved.
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
Do thisActions
Action is the task that follows automatically within your Ricky integrations.
Find Contacts
Find contacts by text, tag, owner, stage or channel, or get one contact by ID.
Add Note to Contact
Append a note to a contact, after its current notes.
Update Contact
Update the chosen details of a contact; fields you leave empty stay unchanged.
Create Contact
Create a CRM contact with name, email, phone, address, owner, tags and custom fields.
Update Contact Tags
Add or remove tags on one or more contacts (up to 100) without touching their other tags.
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.
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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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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About Ricky
Ricky is an AI customer-service platform that answers WhatsApp, Instagram, Messenger and web chat in a shared inbox, with AI agents, a contact CRM, templates and broadcasts.
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 Ricky 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 Ricky 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 Ricky triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Ricky. 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 Ricky 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 Ricky 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.
