Integrations Wbiztool Follow Up Boss
Wbiztool + Follow Up Boss
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Supported Triggers & Actions

Everything you can automate between Wbiztool and Follow Up Boss.

When this happensTriggers

A trigger is an event that starts a workflow.

New Deal Created

New Deal Created

Triggers when new deal is created.

New Appointment Is Created

New Appointment Is Created

Runs when new appointment is created

New Contact Created

New Contact Created

Runs when new contact is created

New Task Is Created

New Task Is Created

Runs when new task is created

Contact Is Updated

Contact Is Updated

Runs when contact is updated

Request a new Trigger for Wbiztool

Do thisActions

Action is the task that follows automatically within your Wbiztool integrations.

Send Advance Whatapp Message

Send Advance Whatapp Message

Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.

Send Image File With Text on WhatsApp

Send Image File With Text on WhatsApp

Send Image WhatsApp message from your personal WhatsApp account with any trigger.

Send Text Only Whatsapp Message

Send Text Only Whatsapp Message

Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.

Send PDF File With Text on WhatsApp

Send PDF File With Text on WhatsApp

Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.

List Contacts

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

Create Deal

Add a new deal to track a transaction and assign people or agents.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Wbiztool
Wbiztool + Follow Up Boss
Wbiztool logo

About Wbiztool

Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.

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Integrations Follow Up Boss
Follow Up Boss + Wbiztool
Follow Up Boss logo

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

How do I connect Wbiztool and Follow Up Boss?

Sign up for a free viaSocket account, then authorize both your Wbiztool 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Wbiztool and Follow Up Boss as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Wbiztool to Follow Up Boss?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Wbiztool triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Wbiztool. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Wbiztool and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Wbiztool 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.