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Automations for FUB: What and how?
Automations for FUB: What and how?

Here’s how you can empower your FUB sales process using InterFace’s Automations

Mihir Lodhavia avatar
Written by Mihir Lodhavia
Updated over a week ago

We make work disappear. One of InterFace's key features is reducing agents' workload by reducing manual data entry and triggering stuff in multiple platforms through automation. The following list of automations are the most requested ones, which InterFace supports. We turn on very few automations by default, and only turn on furthermore on request. Automations are not limited to the following. Feel free to reach out to us if you have anything else in mind!

Automations

Implemented by default

Create Appointment in FUB

Yes

Invite ISAs to the Appointment

No

Invite FUB Relations to the Appointment

No

Send disposition reminder texts to clients right after the appointment

Yes, if subscribed to

Populate background data

No

Pause all (or specific action plans)

No

Update FUB Contact Stages

No

Add tags to FUB

No

Run action plans within FUB

No

Add a collaborator

Yes, for ISAs

Create a task in Follow Up Boss

No

Create FUB Relationships

No

Send Notifications through email, Slack and texts. For example, you can notify TCs about Pending/Closed entries

No

Populate data from our forms into FUB Custom fields as well as FUB Deal Custom fields

No

Update data in FUB Custom fields

No

Update Appointment Type and Appointment Outcome within FUB from our forms

Yes

Schedule multiple appointments for a single deal

No

Custom Appointment Duration

No

A pending canceled functionality to reverse your under contract deal to the Signed stage.

No

Document Upload form

Yes, if subscribed to

Assignment form

Yes, if subscribed to

Auto submission of Assignment form

Yes

Populate custom fields in FUB with non-InterFace form links

No

Email us on [email protected] with automations you want turned on, and we will take it from there.

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