
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Simplesat and Follow Up Boss
Get surveys in simplesat.
Get a questions in Simplesat.
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create a new team member in simplesat
Update a customer by ID.
Creates/updates a customer.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Simplesat and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplesat triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Simplesat 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 Simplesat 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 Simplesat 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.
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
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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