Follow Up Boss and Moco Integration

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Automatically create Moco projects from Follow Up Boss deals, ensuring accurate time tracking. Latenode's visual editor and affordable execution pricing make customized project costing simple, scaling sales operations with zero code.

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Follow Up Boss

Moco

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Follow Up Boss and Moco

Create a New Scenario to Connect Follow Up Boss and Moco

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Moco will be your first step. To do this, click "Choose an app," find Follow Up Boss or Moco, and select the appropriate trigger to start the scenario.

Add the Follow Up Boss Node

Select the Follow Up Boss node from the app selection panel on the right.

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Follow Up Boss

Configure the Follow Up Boss

Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Follow Up Boss

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#1 Follow Up Boss

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Connect Follow Up Boss

Sign In

Run node once

Add the Moco Node

Next, click the plus (+) icon on the Follow Up Boss node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.

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Moco

Authenticate Moco

Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.

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Sign In

Run node once

Configure the Follow Up Boss and Moco Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Follow Up Boss and Moco Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Follow Up Boss, Moco, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Follow Up Boss and Moco integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Moco (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Follow Up Boss and Moco

Follow Up Boss + Moco + Slack: When a deal reaches a specific stage in Follow Up Boss, a new project is created in Moco, and a message is sent to a designated Slack channel to notify the team about the new project.

Follow Up Boss + Moco + Google Calendar: Upon closing a deal in Follow Up Boss, a project is created in Moco, and then a kick-off meeting is scheduled in Google Calendar with relevant stakeholders.

Follow Up Boss and Moco integration alternatives

About Follow Up Boss

Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.

Related categories

About Moco

Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.

See how Latenode works

FAQ Follow Up Boss and Moco

How can I connect my Follow Up Boss account to Moco using Latenode?

To connect your Follow Up Boss account to Moco on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Follow Up Boss and click on "Connect".
  • Authenticate your Follow Up Boss and Moco accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Moco projects from new deals in Follow Up Boss?

Yes, you can! Latenode automates project creation, ensuring seamless workflow. Automatically create Moco projects and assign tasks when new deals appear in Follow Up Boss to streamline project management.

What types of tasks can I perform by integrating Follow Up Boss with Moco?

Integrating Follow Up Boss with Moco allows you to perform various tasks, including:

  • Create Moco projects when a deal reaches a specific stage in Follow Up Boss.
  • Update Moco project status based on Follow Up Boss deal outcomes.
  • Log Follow Up Boss call notes as Moco project updates automatically.
  • Send Moco invoice reminders when deals are nearing their closing date.
  • Generate detailed reports combining Follow Up Boss and Moco data.

How secure is my Follow Up Boss data when using Latenode?

Latenode uses advanced encryption and security protocols to protect your data, ensuring the secure transfer and storage of information between Follow Up Boss and Moco.

Are there any limitations to the Follow Up Boss and Moco integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Initial setup requires correctly mapping fields between the two apps.
  • Real-time updates depend on the API rate limits of Follow Up Boss and Moco.

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