Follow Up Boss and Square integration
Automate Follow Up Boss + Square workflows
Connect Follow-up Boss and Square to automate customer workflows, sync transactions with your CRM, and streamline lead management without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Follow Up Boss and Square — from both apps.
New Appointment
New Deal
New Person
Person Stage Updated
Tag Added To Person
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Follow Up Boss
Authenticate Follow Up Boss in Latenode's Credentials panel. You'll need access to your Follow Up Boss account and permissions to create connections.
Connect Square
Add Square credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Follow Up Boss + Square automation
Choose a trigger and an action to build your workflow.
When this happens in Follow Up Boss...
...do this in Square
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Follow Up Boss and Square. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Follow Up Boss
Follow Up Boss is a powerful customer relationship management (CRM) tool designed for real estate professionals to streamline lead management and enhance team collaboration. It centralizes contact information, automates follow-up tasks, and provides robust reporting to help users track performance and optimize their sales processes. With features like customizable workflows, email synchronization, and integration options with various platforms, Follow Up Boss empowers agents to nurture leads effectively and close more deals.
Learn morePopular Follow Up Boss pairs
About Square
Square is a comprehensive payment processing platform designed for businesses of all sizes, offering tools to accept payments, manage inventory, and analyze sales data. With features like point-of-sale systems, online payments, and invoicing, Square streamlines transactions and enhances customer experiences. It also provides reporting and analytics to help entrepreneurs make informed decisions and grow their businesses. Whether in-store or online, Square simplifies the payment process and empowers businesses to succeed.
Learn moreStart automating Follow Up Boss + Square today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Free plan · No credit card · 5-minute setup