Automations for FUB-Sisu Webform Integration

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 that can be set up for Sisu

Automations	Implemented by default
Increment a specific Activity in Sisu.	No
Update Transaction Stage (and not Status).	No
Map fields from our forms to Sisu.	No
Populate a field in Sisu, for example, with a date.	No
Add a tag in Sisu	No

Automations that can be set up for Follow Up Boss and beyond

Automations	Implemented by default
Send confirmation to Clients.	Yes
Invite ISAs.	No
Invite FUB Relations.	No
Send disposition reminder texts to clients right after the appointment. You get to select a language for the text.	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
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 on specific triggers. For example, increment Appointment Counter FUB Custom field everytime the appointment form is submitted for that client. Or update the Past Client (Y/N) field when the Closed form is submitted.	No
Update Appointment Type and Appointment Outcome within FUB from our forms. Schedule multiple appointments for a single deal.	No
Select predefined Appointment Durations for Buyers/Sellers, or have agents select duration from our forms.	No
A pending canceled functionality to reverse your deal to the Signed stage.	No
Document Upload form.	No
Assignment form.	No
Auto submission of Assignment form.	No
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.

FUB Web Form Pipeline Integration Overview

FUB SISU Integration Overview

Simple Form FUB Embedded App

FUB-Sisu Deal based Integration

Automations for FUB: What and how?