Docusign + Follow Up Boss
Add collaborators in Follow Up Boss for newly sent or completed envelopes in DocuSign
Streamline your document management process with this efficient workflow. When an envelope is sent or completed in DocuSign, new collaborators will be added in Follow Up Boss instantly. Spend less time on manual data input and focus on boosting productivity and enhancing team collaboration.
Streamline your document management process with this efficient workflow. When an envelope is sent or completed in DocuSign, new collaborators will be added in Follow Up Boss instantly. Spend less time on manual data input and focus on boosting productivity and enhancing team collaboration.
- 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!Add Collaborators
Adds selected users as collaborated on a given contact.
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