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Book An AppointmentTriggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Triggers when a new customer is added to a business you choose.
Triggers when a new invoice is created.
Create follow Up leads
Create Task in Follow Up Boss.
Creates a customer in a business that you choose.
Creates a new invoice.
Creates a product or service in a business that you choose.
Records a transaction in a business.
Update a customer in a business that you choose.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Triggers when a new customer is added to a business you choose.
Triggers when a new invoice is created.
Create follow Up leads
Create Task in Follow Up Boss.
Creates a customer in a business that you choose.
Creates a new invoice.
Creates a product or service in a business that you choose.
Records a transaction in a business.
Update a customer in a business that you choose.
Choose Follow Up Boss as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Wave as the action app from the list.
Connect your Wave account & authenticate it.
Select the data you want to send from Follow Up Boss to Wave & your AI Agent is ready!
New Contact
Create Invoice
New Contact
Create Product or Service
New Appointment
Create Customer
New Contact
Create Customer
New Contact
Record Transaction
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.
One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.
The integration between Follow Up Boss and Wave is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Follow Up Boss with Wave, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Follow Up Boss-Wave integration:
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