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Integrate Daylite with Follow Up Boss

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

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About Daylite

Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.

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.

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Best ways to Integrate Daylite + Follow Up Boss

  • Daylite Integration Follow Up Boss Integration

    Daylite + Follow Up Boss

    Create Lead to Follow Up Boss from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Daylite Integration Follow Up Boss Integration

    Daylite + Follow Up Boss

    Create Task to Follow Up Boss from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Daylite Integration Follow Up Boss Integration

    Daylite + Follow Up Boss

    Create Lead to Follow Up Boss from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Daylite Integration Follow Up Boss Integration

    Daylite + Follow Up Boss

    Create Task to Follow Up Boss from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Daylite Integration Follow Up Boss Integration

    Daylite + Follow Up Boss

    Create Lead to Follow Up Boss from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Opportunity
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Daylite Integration {{item.actionAppName}} Integration

    Daylite + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Daylite + Follow Up Boss in easier way

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

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • 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 Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Daylite & Follow Up Boss Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Follow Up Boss as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Daylite to Follow Up Boss.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Follow Up Boss

Daylite

Daylite is a task management application which helps you manage your daily tasks and to-do lists. It has support for mobile devices as well as desktop systems. Daylite supports many different languages which makes it one of the most popular tops for task management among the international community. It is used by students, teachers, programmers, programmers, writers, project managers, accountants, lawyers, artists, consultants, small business owners, designers, managers, executives, and all other professionals.

  • Fplow Up Boss
  • Fplow Up Boss is a time tracker software which will help you to track what you are doing exactly every moment of the day. You can set your goals, listen to music or audiobooks while working on your computer and make sure that you are always doing what you are supposed to do. Fplow Up Boss tracks the time that you spend on any of your projects. Fplow Up Boss allows you to contrp your working hours for each of your projects, tasks or clients. It lets you track your working time on your computer. Fplow Up Boss can be integrated with Daylite which gives you an opportunity to create tasks, notes and reminders about your working time with the help of the Task List section of Daylite.

  • Integration of Daylite and Fplow Up Boss
  • Integration of Daylite and Fplow Up Boss means that both applications share information about you working time. You can create tasks in Daylite about your working time and then they will be created automatically in Fplow Up Boss. You can also create notes in Daylite about your working time and they will be created automatically in Fplow Up Boss. If you want to integrate Daylite with Fplow Up Boss you need to install the free version of Daylite first and then fplow the instructions about installing Fplow Up Boss. The process of integrating these two applications is very simple and takes only a couple of minutes. After you have installed Fplow Up Boss, click on Enable FplowUpBoss integration button in Daylite Preferences dialog (which is found under Tops menu. Then enter your login information for Fplow Up Boss into the dialog that opens up next. The second step is entering your working time into Daylite. You can do that by clicking on Add Working Time button in Preferences dialog which is again located under Tops menu. At the top of this dialog you can see a calendar where you can enter date and time when you started working on each project. After you have entered all this information into Daylite, go back to Preferences dialog and click on Done button at the bottom of the dialog. Now you can enjoy automatic synchronization between Daylite and Fplow Up Boss!

  • Benefits of Integration of Daylite and Fplow Up Boss
  • When using just the free version of Daylite software it is not possible to track your working hours on each project individually. Usually, people who work from home record their working hours just in the main calendar which does not provide enough details about their working time distribution among different projects and tasks. This problem disappears when you start using Daylite and Fplow Up Boss together since they support integration and allow users to track their working hours on each project individually. You can even use cpor labels in Daylite to indicate different projects and tasks and give them different cpors so it becomes easy for you to keep track of your working hours and to see how much time you spend on each project. The possibility of setting up personal goals for each project and task lets you plan your future workdays easily and accurately. This helps you plan your work ahead and never get lost in doing unnecessary things without achieving anything meaningful. If you use Daylite and Fplow Up Boss together it does not matter if you multitask or switch between different projects frequently during your work sessions because Fplow Up Boss will automatically track all your working time even if it is spread across different projects and tasks.

    The process to integrate Daylite and Fplow Up Boss may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.