Docusign + Follow Up Boss

Generate signature requests in DocuSign for new Follow Up Boss contacts

Effortlessly streamline your sales process with this Follow Up Boss and DocuSign integration. When a new contact is added in Follow Up Boss, a signature request will be created in DocuSign, ensuring that important documents are sent to your clients in a timely manner. Save time and stay organized with this seamless workflow.

Effortlessly streamline your sales process with this Follow Up Boss and DocuSign integration. When a new contact is added in Follow Up Boss, a signature request will be created in DocuSign, ensuring that important documents are sent to your clients in a timely manner. Save time and stay organized with this seamless workflow.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Contact

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

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    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
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

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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