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.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!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!
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