STEP 1
Connect Follow Up Boss and VaultRE
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Follow Up Boss and VaultRE Integration
Connect Follow Up Boss and VaultRE to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Follow Up Boss and VaultRE
Detailed info you need to know about Follow Up Boss and VaultRE integrations in WEXTL. Explore which modules apps support and how you connect them.
Follow Up Boss
Real-estate CRM for lead follow-up, pipelines, and team inboxes. [5]
How to connect Follow Up Boss to VaultRE
Set up your Follow Up Boss and VaultRE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Follow Up Boss and VaultRE nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Follow Up Boss and VaultRE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Follow Up Boss and VaultRE work in WEXTL?
WEXTL exposes actions and triggers for Follow Up Boss and VaultRE that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Follow Up Boss triggersVaultRE actions
Follow Up Boss modules
- Add Inbox App MessageAdds a message to an existing or new Inbox App conversation.
- Add Inbox App NoteAdds a note to an Inbox App conversation.
- Add Inbox App System Confirmation MessageAdds a system confirmation message to an existing or new Inbox App conversation.
- Add Person to Action PlanApply an Action Plan to a person.
- Check Duplicate PersonCheck whether a person exists in Follow Up Boss.
- Claim PersonClaim a lead.
- Create AppointmentCreates a new appointment.
- Create Appointment OutcomeCreates a new appointment outcome.
- Create Appointment TypeCreates a new appointment type.
- Create Automation PersonManually trigger an Automation for a specified Person.
- Create CallCreates a new call.
- Create Custom FieldCreates a new custom field.
- Create DealCreates a new deal.
- Create Deal AttachmentAdd an attachment to a deal.
- Create Deal Custom FieldCreate a deals custom field.
- Create Em CampaignCreate an email marketing campaign.
- Create Em EventsNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
- Create EventSend in a lead or an event related to a lead.
- Create GroupCreates a new group.
- Create Inbox App ParticipantAdds a participant to an Inbox App conversation.
- Create NoteCreates a new note.
- Create People RelationshipCreate a new relationship for a person.
- Create PersonManually add a new person.
- Create Person AttachmentAttach a file to a person.
- Create PipelineCreates a new pipeline.
- Create PondCreates a new pond.
- Create ReactionAdd a reaction to a corresponding reference data object, e.g. "Note" or "ThreadedReply".
- Create StageCreates a new stage.
- Create TaskCreates a new task.
- Create TeamCreates a new team.
- Create TemplateCreate a new email template.
- Create Text MessageCreate a record of an externally sent text message.
- Create Text Message TemplateCreate a text message template.
- Deactivate Inbox AppDeactivates an installation of your Inbox App.
- Delete AppointmentDeletes an existing appointment.
- Delete Appointment OutcomeDeletes an existing appointment outcome.
- Delete Appointment TypeDeletes an existing appointment type.
- Delete Custom FieldDeletes a custom field by id.
- Delete DealDeletes an existing deal.
- Delete Deal AttachmentDeletes an existing deal attachment.
- Delete Deal Custom FieldDelete a deals custom field.
- Delete GroupDeletes a group by id.
- Delete Inbox App ParticipantDeletes an Inbox App conversation participant.
- Delete NoteDeletes an existing note.
- Delete People RelationshipDeletes people Relationship.
- Delete PersonDeletes an existing person.
- Delete Person AttachmentDelete an attachment by ID.
- Delete PipelineDeletes an existing pipeline.
- Delete PondDeletes a pond by id.
- Delete ReactionDeletes an existing reaction.
VaultRE modules
- Add a Property LandlordAdds a landlord for specified property life.
- Add a Property OwnerAdds an owner for specified property life.
- Add a Property PurchaserAdds a purchaser for specified property life.
- Add a Property TenantAdds a tenant for specified property life.
- Add Contact NoteCreates a note for a contact.
- Add Property NoteCreates a note for a property.
- Create a BuildingCreates a building record.
- Create a ContactCreates a new contact.
- Delete a BuildingDeletes a building record.
- Delete a ContactDeletes a contact by its ID.
- Delete a Contact NoteDeletes a single note from a contact.
- Delete a PropertyDeletes a property by ID.
- Delete a Property LandlordRemoves a landlord from a specified property life.
- Delete a Property NoteDeletes a property note by ID.
- Delete a Property OwnerRemoves an owner from a specified property life.
- Delete a Property PurchaserRemoves a purchaser from a specified property life.
- Delete a Property TenantRemoves a tenant from a specified property life.
- Get a ContactRetrieves a single contact.
- Get a Contact NoteRetrieves a single contact note.
- Get a PropertyRetrieves a single property.
- Get a Property NoteRetrieves a property note by ID.
- Get Property FeaturesRetrieves list of features for a property.
- Get Property Sale / Lease DataRetrieves a sale or lease data for an existing property.
- List BuildingsRetrieves a list of buildings.
- List Contact Calendar EventsRetrieves a list of events for a single contact. Requires token obtained directly from VaultRE.
- List Contact NotesRetrieves notes for a contact.
- List Property NotesRetrieves notes for a property.
- List Property Sale HistoryRetrieves sale history of a property.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Buildings by NameSearches buildings by name.
- Search ContactsSearches for contacts by a variety of criteria.
- Search PropertiesSearches for properties.
- Search Properties by AddressSearches properties by address.
- Search Property LandlordsSearches for property landlords.
- Search Property OwnersSearches for property owners.
- Search Property PurchasersSearches for property purchasers.
- Search Property TenantsSearches for property tenants.
- Send Email to a ContactSends email to a single contact. Requires a token obtained directly from VaultRE.
- Send SMS to a ContactSends SMS to a single contact. Requires a token obtained directly from VaultRE.
- Touch a ContactMarks a single contact as touched.
- Update a BuildingUpdates a building record.
- Update a ContactUpdates an existing contact.
- Update a Property LandlordsUpdates landlords for specified property life.
- Update a Property OwnersUpdates owners for specified property life.
- Update a Property PurchasersUpdates purchasers for specified property life.
- Update a Property TenantsUpdates tenants for specified property life.
- Update Contact NoteUpdates a contact note.
- Update Property NoteUpdates a property note.
- Watch New ContactsWatches for created contacts.
- Watch New PropertiesWatches for created properties.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Follow Up Boss and VaultRE integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Follow Up Boss and VaultRE.
Connect your Follow Up Boss and VaultRE accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Follow Up Boss's "Watch Action Plans" fires, WEXTL can "Add a Property Landlord" in VaultRE. Follow Up Boss has 13 triggers (including Watch Action Plans, Watch Action Plans People, and Watch Appointments); VaultRE has 48 actions (including Add a Property Landlord, Add a Property Owner, and Add a Property Purchaser). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Follow Up Boss-to-VaultRE automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Follow Up Boss (or VaultRE) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Follow Up Boss + VaultRE automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Follow Up Boss and VaultRE integration.
- Follow Up Boss and VaultRE integration source code, module specs and credentials implementation.
- Our Follow Up Boss and VaultRE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Follow Up Boss and VaultRE — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Follow Up Boss integration information
- VaultRE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library