Integrate Follow Up Boss with ChargeDesk

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

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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.

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.

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

Explore quick connects
Connect Follow Up Boss + ChargeDesk in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Follow Up Boss & ChargeDesk Integrations Work

  1. Step 1: Choose Follow Up Boss 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 ChargeDesk 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 Follow Up Boss to ChargeDesk.

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am