Connect Zoho Inventory and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Invoice
New Item
New Salesorder
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Zoho Inventory and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added.
New Invoice
Triggers when a new invoice is created.
New Item
Triggers when a new item is created.
New Salesorder
Triggers when a new salesorder is created.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
Do thisActions
Action is the task that follows automatically within your Zoho Inventory integrations.
Create Contact
Creates a new contact.
Create Invoice
Creates a new invoice.
Create Item
Creates a new item.
Create Sales Order
Creates a new sales order.
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.
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Frequently Asked Questions
To start, connect both your Zoho Inventory and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Inventory triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Zoho Inventory 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 Zoho Inventory 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 Zoho Inventory 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 Zoho Inventory
Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.
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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