Connect SmartTask and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
Choose an Action
Automatically do this!
- Request a new Action for Follow Up Boss
Enable Integrations or automations with these events of SmartTask and Follow Up Boss
Enable Integrations or automations with these events of SmartTask and Follow Up Boss
Triggers
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Actions
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your SmartTask and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how SmartTask 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 SmartTask 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 SmartTask 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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.
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