Connect Voucherify and Follow Up Boss
Integrate Voucherify 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 Voucher Created in Voucherify
Create Deal in Follow Up Boss when Voucher Created in Voucherify
Create Contact in Follow Up Boss when Voucher Created in Voucherify
Create Task in Follow Up Boss when Voucher Created in Voucherify
Add Note to Contact in Follow Up Boss when Voucher Created in Voucherify
Popular Voucherify + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Voucherify
When this happens...
Voucher 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 Voucher Created in Voucherify
Use this flowCreate Deal in Follow Up Boss when Voucher Created in Voucherify
Use this flowCreate Contact in Follow Up Boss when Voucher Created in Voucherify
Use this flowCreate Task in Follow Up Boss when Voucher Created in Voucherify
Use this flowAdd Note to Contact in Follow Up Boss when Voucher Created in Voucherify
Use this flowCreate Category in Voucherify when New Deal Created in Follow Up Boss
Use this flowCreate Segment in Voucherify when New Deal Created in Follow Up Boss
Use this flowUpdate Reward in Voucherify when New Deal Created in Follow Up Boss
Use this flowUpdate Customer in Voucherify when New Deal Created in Follow Up Boss
Use this flowCreate Category in Voucherify when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Voucherify and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Trigger when a new voucher 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 Voucherify integrations.
Create Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
Update Customer
Update an existing customer.
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 Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
Learn moreSimilar apps
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 Voucherify 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 Voucherify 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 Voucherify triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Voucherify. 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 Voucherify 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 Voucherify 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.
