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 support@interface.re with automations you want turned on, and we will take it from there.