Autotask Follow Up Boss Integration using AI Agents
Appy Pie Automate allows you to Integrate Autotask with Follow Up Boss using AI Agents
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- 7 days free trial
- Lightning Fast Setup
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Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
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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Easily set up Autotask Follow Up Boss Integration without coding. Start automating your workflows and Integrate Autotask with Follow Up Boss today.
- Triggers
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New AccountTriggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Contract
Trigger when a new contract created.
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New Expense
Trigger when a new New expense created.
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New Expense Reports
Trigger when a new New expense reports created
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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New or Setup Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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New AppointmentTriggers every time a new appointment is created in Follow Up Boss.
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New Contact
Triggers every time a new contact is created in Follow Up Boss.
- Actions
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Expense Report
Create Expense Report.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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Create Lead
Create follow Up leads
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Create Task
Create Task in Follow Up Boss.
How Autotask and Follow Up Boss Integrations Work
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Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Follow Up Boss as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Autotask to Follow Up Boss.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.