Docusign + Follow Up Boss
Create new Follow Up Boss inquiries or website events from completed DocuSign envelopes
Streamline your document signing process and boost lead engagement with this efficient workflow. When an envelope is sent or completed in DocuSign, a new inquiry or website event will be created in Follow Up Boss. This automation will help you manage your sales leads more effectively and ensure prompt follow-ups whenever a document is signed or completed.
Streamline your document signing process and boost lead engagement with this efficient workflow. When an envelope is sent or completed in DocuSign, a new inquiry or website event will be created in Follow Up Boss. This automation will help you manage your sales leads more effectively and ensure prompt follow-ups whenever a document is signed or completed.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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