Connect SmartRoutes and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use SmartRoutes and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when a new order is created.
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 SmartRoutes integrations.
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
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Frequently Asked Questions
To start, connect both your SmartRoutes and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how SmartRoutes 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 SmartRoutes 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 SmartRoutes 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.
About SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn MoreAbout 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
