Integrations Teamdeck Follow Up Boss
Teamdeck + Follow Up Boss

Connect Teamdeck and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

Teamdeck

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Enable Integrations or automations with these events of Teamdeck and Follow Up Boss

Enable Integrations or automations with these events of Teamdeck and Follow Up Boss

Actions

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

Create Organization Unit

Create Organization Unit

Creates a organization unit.

Time Entry Resource

Time Entry Resource

Add a new time Entry assigned to any Resource within your Organization.

Update Project

Update Project

Updates an Existing Project.

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Frequently Asked Questions

How do I start an integration between Teamdeck and Follow Up Boss?

To start, connect both your Teamdeck and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamdeck triggers actions in Follow Up Boss (or vice versa).

Can we customize how data from Teamdeck is recorded in Follow Up Boss?

Absolutely. You can customize how Teamdeck 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.

How often does the data sync between Teamdeck and Follow Up Boss?

The data sync between Teamdeck and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamdeck to Follow Up Boss?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamdeck and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between Teamdeck 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.

Teamdeck

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

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Follow Up Boss

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.

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