Integrate ChargeDesk with Follow Up Boss

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Follow Up Boss

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ChargeDesk Integrations

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

ChargeDesk + Follow Up Boss Quick Connects

Want to explore ChargeDesk + Follow Up Boss quick connects for faster integration? Here’s our list of the best ChargeDesk + Follow Up Boss quick connects.

Explore quick connects

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Connect ChargeDesk + Follow Up Boss in easier way

It's easy to connect ChargeDesk + Follow Up Boss without coding knowledge. Start creating your own business flow.

Triggers
Charge Created

Triggers when a charge is created or imported.
Charge Failed

Triggers when a charge fails.
Charge Updated

Triggers when a charge is updated.
Customer Created

Triggers when a new customer is created.
Customer Updated

Triggers when a customer is updated.
New Appointment

Triggers every time a new appointment is created in Follow Up Boss.
New Contact

Triggers every time a new contact is created in Follow Up Boss.

Actions
Create Lead

Create follow Up leads
Create Task

Create Task in Follow Up Boss.

How ChargeDesk & Follow Up Boss Integrations Work

Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Follow Up Boss as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ChargeDesk to Follow Up Boss.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.