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Docusign
Docusign
1. Choose trigger event
Follow Up Boss
Follow Up Boss
2. Choose action
1. Select the event
Setup
Test
Docusign
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Docusign and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
New Deal
Fires when a new deal is created in Follow Up Boss.
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Create a new record or update an existing record in your app.
Contact
Required
File name
Required
File URL
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Price
Agent
Lender
Pond
Timeframe
Background Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Note
Message
Required
Subject
Message is HTML
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Phone Number
Required
Type
Required
Note
Call Duration
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Team Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source_copy
Contact
Required
First Name
Last Name
Email Address
Phone_copy
Phone Number
Stage
Is Contacted?
Tags
Merge_tags_copy
Merge Tags?
Street Address
City
State/Province
Zip/Postal Code
Price
Agent
Lender
Pond
Timeframe
Background Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Docusign and Follow Up Boss with AI agents and code
Beyond Zap workflows. Call Docusign and Follow Up Boss actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and Follow Up Boss actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Add Collaborators
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Docusign and Follow Up Boss
Track completed envelopes in Follow Up Boss
When an envelope is completed in Docusign, Zapier automatically adds a note to the corresponding contact in Follow Up Boss. This provides a streamlined way to monitor client progress, ensuring better follow-ups and saving time on manually checking for updates.
When a Docusign envelope is signed off, Zapier creates a note in Follow Up Boss under the related project contact. This fosters collaboration between teams by making contract updates instantly accessible and saves engineers from managing document workflows manually.
When an envelope is completed in DocuSign, Zapier updates the stage of a contact in Follow Up Boss. This ensures accurate pipeline tracking and reduces administrative overhead, improving team efficiency and sales insights.
Learn how to automate Follow Up Boss on the Zapier blog
Make work flow with AI
Level up your Docusign to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + Follow Up Boss integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Follow Up Boss
How do I integrate DocuSign with Follow Up Boss?
To integrate DocuSign with Follow Up Boss, you can use our platform to create a workflow that triggers an action in Follow Up Boss whenever a specified event occurs in DocuSign. For example, you can set a trigger for when an envelope is completed in DocuSign, and then create an action in Follow Up Boss to update the corresponding contact or deal.
Can I create a trigger for when a document is signed in DocuSign to update my deals in Follow Up Boss?
Yes, you can set up a trigger for when a document is signed in DocuSign. Using our integration, this trigger can then initiate an update to your deals or contacts within Follow Up Boss.
What types of actions can be automated between DocuSign and Follow Up Boss?
You can automate several actions such as updating contact information, creating new leads, or adding tags in Follow Up Boss based on triggers like document completion or envelope status changes in DocuSign.
Is it possible to send automatic tasks to my team through Follow Up Boss when a contract is signed in DocuSign?
Absolutely. When a contract is signed in DocuSign, you can set an automatic task creation action within Follow Up Boss for team members to follow up or proceed with the next steps.
How long does it take for changes made in DocuSign to reflect in Follow Up Boss?
The updates between DocuSign and Follow Up Boss occur almost instantly as we ensure real-time data synchronization once the integration triggers are activated.
Can I customize the data that gets transferred from DocuSign to Follow Up Boss?
Yes, our integration allows customization of the data fields transferred from DocuSign to Follow Up Boss. You can select specific details like signer’s information or contract terms as part of your automation setup.
What happens if there's an error during the data transfer from DocuSign to Follow Up Boss?
If there’s an error during the data transfer process, we attempt retries automatically and notify you about the issue so it can be resolved promptly without disrupting your workflow.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
