Connect Teable and Follow Up Boss
Integrate Teable 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 Table Record Changes in Teable
Create Deal in Follow Up Boss when Table Record Changes in Teable
Create Contact in Follow Up Boss when Table Record Changes in Teable
Create Task in Follow Up Boss when Table Record Changes in Teable
Add Note to Contact in Follow Up Boss when Table Record Changes in Teable
Popular Teable + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Teable
When this happens...
Table Record Changes
Record Is Created
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 Table Record Changes in Teable
Use this flowCreate Deal in Follow Up Boss when Table Record Changes in Teable
Use this flowCreate Contact in Follow Up Boss when Table Record Changes in Teable
Use this flowCreate Task in Follow Up Boss when Table Record Changes in Teable
Use this flowAdd Note to Contact in Follow Up Boss when Table Record Changes in Teable
Use this flowList Contacts from Follow Up Boss when Record Is Created in Teable
Use this flowCreate Deal in Follow Up Boss when Record Is Created in Teable
Use this flowCreate Contact in Follow Up Boss when Record Is Created in Teable
Use this flowCreate Task in Follow Up Boss when Record Is Created in Teable
Use this flowAdd Note to Contact in Follow Up Boss when Record Is Created in Teable
Use this flowSupported Triggers & Actions
Everything you can automate between Teable and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
Table Record Changes
Runs when table record changes
Record Is Created
Runs when record 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
Do thisActions
Action is the task that follows automatically within your Teable integrations.
Delete Records
Delete records and return them
Create Record
Add a new row to a table
Update Record Fields
Update record fields in Teable
Get Record by ID
Get a record by ID
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.
Create Deal
Add a new deal to track a transaction and assign people or agents.
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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AI will build it for you
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 Teable
Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.
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 Teable 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 Teable 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 Teable triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Teable. 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 Teable 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 Teable 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.
