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Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
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.Follow Up Boss Integrations
It's easy to connect Plaid + Follow Up Boss without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Create a new payment recipient
Create follow Up leads
Create Task in Follow Up Boss.