Docusign + Follow Up Boss

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.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Person Stage Updated

    Fires when a contact's stage is updated in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and search

    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    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
  • Follow Up Boss triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
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docusign logo

About Docusign

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

Related categories

  • 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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