Docusign + Follow Up Boss

Create or update Follow Up Boss contacts when new DocuSign folders are added

Effortlessly manage your contacts with this seamless DocuSign and Follow Up Boss integration. Whenever a new folder is created in DocuSign, this workflow will automatically create or update the contact in Follow Up Boss, without triggering any action plans. Stay on top of your interactions and nurture your leads with ease thanks to this simple automation.

Effortlessly manage your contacts with this seamless DocuSign and Follow Up Boss integration. Whenever a new folder is created in DocuSign, this workflow will automatically create or update the contact in Follow Up Boss, without triggering any action plans. Stay on top of your interactions and nurture your leads with ease thanks to this simple automation.

  1. When this happens...
    DocusignDocusign
    New Folder

    Triggers when a new folder is created.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

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  • Signatures

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follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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