Transax + Follow Up Boss Integrations, Built by an AI Agent
Put Transax + Follow Up Boss to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Transax and Follow Up Boss
See the kind of workflows teams build with Transax and Follow Up Boss below — describe the exact one you want above and the Agent builds it on demand.
Transax + Follow Up Boss
Sync new leads captured in Transax directly to Follow Up Boss for sales team follow-up.
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Log sales activity when shoppers abandon their cart
When a customer abandons their cart in Transax, automatically log an activity and create or update the contact in Follow Up Boss so sales can follow up.
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Create sales deals for high-performing partners
When a new affiliate commission is earned in Transax, automatically create a deal in Follow Up Boss to track partner revenue expansion.
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Execute custom store requests when CRM deals close
When a deal is marked won in Follow Up Boss, automatically make a custom API request in Transax to provision partner perks or VIP access.
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Browse the full workflow library →
Looking to achieve something else with Transax and Follow Up Boss?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Transax and Follow Up Boss
Everything Transax and Follow Up Boss can do inside a workflow — the triggers that start one and the actions that run when it fires.
Transax Explore Transax →
Transax is a payment processing solution that enables businesses to accept credit cards, process online transactions, and manage billing.
TriggersTriggers when a contact is created.
Triggers when a contact is updated.
Triggers when a new Financial Application was created.
Triggers when a new lead is inserted in the DB.
Change the status of a financial application
Creates an inbound call log in Transax
Creates a Lead in the Transax System
Creates a Lead and a Conversation Inside of transax
Creates an outbound call log record inside of Transax
Follow Up Boss Explore Follow Up Boss →
Follow Up Boss is a real estate CRM software designed to organize leads, automate follow-ups, and track team performance.
TriggersFires when a new appointment is created in Follow Up Boss.
Fires when a new deal is created in Follow Up Boss.
Fires when the stage of a deal is updated in Follow Up Boss.
Fires when a new contact is created in Follow Up Boss.
Fires when a contact's stage is updated in Follow Up Boss.
Fires when a tag is added to a contact in Follow Up Boss.
Adds selected users as collaborated on a given contact.
Adds tags to a contact.
Applies a selected action plan to a contact.
Links a file to an existing contact.
Changes the stage of an existing contact.
Creates a new contact. This will not trigger action plans.
Other eCommerce apps on Knit
Explore more eCommerce integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AbleCommerce
AbleCommerce is an e-commerce platform that allows businesses to build customized online stores and manage digital retail sales.
ablefy
ablefy is an e-commerce platform that enables businesses to market and sell digital products, courses, and memberships.
Agiliron
Agiliron is an omnichannel commerce platform that helps businesses manage inventory, orders, retail sales, and point-of-sale operations.
Amazoner Central
A merchant management web interface that enables brands and third-party merchants to sell products directly on Amazon.
AmeriCommerce
AmeriCommerce is an e-commerce platform that allows merchants to build online stores, manage product catalogs, and process digital sales.
Amilia
Amilia is an e-commerce and registration management platform built for community, recreation, and activity-focused organizations.
B2B Wave
B2B Wave is a business-to-business e-commerce software designed for wholesale distributors, manufacturers, and brands to accept digital orders.
Back in Stock
Back in Stock is an eCommerce notification tool that alerts online shoppers automatically when out-of-stock inventory becomes available again.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Transax + Follow Up Boss
Is there a pre-built Transax + Follow Up Boss automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Transax and Follow Up Boss's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Transax or Follow Up Boss connector?
No. The Agent works whether or not Transax or Follow Up Boss already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Transax to Follow Up Boss support sales teams?
It lets your team follow up on high-value interactions from Transax, such as abandoned carts or new affiliate approvals, by updating lead records in Follow Up Boss.
Can affiliate activity in Transax be tracked inside Follow Up Boss?
Yes, when new affiliates are approved or earn commissions in Transax, customer profiles and deal history update automatically in Follow Up Boss.