Update DocuSign api requests when person stages change in Follow Up Boss
Stay on top of your client follow-ups with this efficient workflow between Follow Up Boss and DocuSign. Whenever a person's stage is updated in Follow Up Boss, a new API request is generated in DocuSign to ensure timely document management. Streamline your processes and ensure seamless communication between both platforms for effective client interactions.
Stay on top of your client follow-ups with this efficient workflow between Follow Up Boss and DocuSign. Whenever a person's stage is updated in Follow Up Boss, a new API request is generated in DocuSign to ensure timely document management. Streamline your processes and ensure seamless communication between both platforms for effective client interactions.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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