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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Add Contact" in Vortex.

You’re connected!

Zapier seamlessly connects Follow Up Boss and Vortex, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Message
  Required
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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Delete Contact
Triggers when a support contact is deleted.
Trigger
Instant
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Delete Task
Triggers when a new support task is deleted.
Trigger
Instant
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Move Deal
Triggers when a support deal is moved.
Trigger
Instant
Try It
New Note
Triggers when a new support note is created.
Trigger
Instant
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Send Material
Triggers when a new support material is sent.
Trigger
Instant
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Update Note
Triggers when a support note is updated
Trigger
Instant
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Watch Material
Triggers when a support material is watched.
Trigger
Instant
Try It
- Email
  Required
- Content
Action
Write
- Email
  Required
- Automation
Action
Write
- Email
  Required
- Image
- Content Template
Action
Write
- Email
  Required
- Label
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
Assigned Automation
Triggers when a new support automation is assigned.
Trigger
Instant
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Delete Note
Triggers when a new support ticket is created.
Trigger
Instant
Try It
- Type
  Required
- Lead source
  Required
Trigger
Instant
Try It
New Deal
Triggers when a new support deal is created.
Trigger
Instant
Try It
New Task
Triggers when a new support task is created.
Trigger
Instant
Try It
Update Contact
Triggers when a support contact is updated.
Trigger
Instant
Try It
Update Task
Triggers when a support task is updated.
Trigger
Instant
Try It
- Label
- Override
Action
Write
- Email
  Required
- Tag name
  Required
Action
Write
- Email
  Required
- Due Date
- Content
Action
Write
- Email
  Required
- Video
- Content Template
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Follow Up Boss and Vortex to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Follow Up Boss on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Vortex integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Follow Up Boss + Vortex integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Vortex

How do I set up a Follow Up Boss integration with Vortex?

To set up the integration, access your Follow Up Boss account and navigate to the 'Integrations' tab. From there, choose the Vortex integration and follow the on-screen instructions. The setup involves connecting your accounts and configuring triggers such as new leads or updated contact records.

What triggers are available for the Follow Up Boss and Vortex integration?

You can set triggers based on various events in Follow Up Boss, like a new lead being added, existing contact updates, or changes in deal stages. These triggers will initiate actions in Vortex, such as updating lead information or creating new tasks.

Are there any prerequisites before enabling the integration between these two platforms?

Before enabling the integration, ensure that you have active accounts with both Follow Up Boss and Vortex. Additionally, verify that API access is enabled for both services in order to authenticate securely.

Can I automate task creation in Vortex through this integration?

Yes, you can automate task creation in Vortex by setting specific triggers in Follow Up Boss. For instance, when a lead is moved to a new stage or updated with fresh information in Follow Up Boss, an automatic task can be created in Vortex.

How do I troubleshoot if my data isn’t syncing correctly between Follow Up Boss and Vortex?

First, confirm that both accounts are properly connected and authorized within our platform. Check if any trigger conditions might have been modified or disabled inadvertently. If issues persist, review logs for error messages that could indicate specific problems.

Is it possible to customize which fields are mapped between these applications during integration?

Yes, during the setup process we allow customization of field mappings between Follow Up Boss and Vortex. You can map data fields according to your business needs by accessing the integrations settings panel.

How often does data sync occur when using this integration?

Data sync typically occurs in near real-time whenever a defined trigger event happens within Follow Up Boss. However, some actions might experience slight delays depending on server load and network conditions.

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Vortex

Vortex is a CRM platform with various tracking abilities such as video, screen, and user activity tracking

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