Docusign + Follow Up Boss

Create draft signature requests in Docusign when new tags are added to contacts in Follow Up Boss

Start streamlining your paperwork process by instantly creating draft signature requests in Docusign whenever a new tag is added to a contact in Follow Up Boss. This workflow ensures that you're always prepared to finalize important documents without manually managing every step. Efficiency is the key to success, and this process helps you unlock it without hassle.

Start streamlining your paperwork process by instantly creating draft signature requests in Docusign whenever a new tag is added to a contact in Follow Up Boss. This workflow ensures that you're always prepared to finalize important documents without manually managing every step. Efficiency is the key to success, and this process helps you unlock it without hassle.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Create Draft Signature Request

    Creates a draft signature request.

    ActionWrite
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Supported triggers and actions

  • 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.

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 more

Related categories

  • CRM (Customer Relationship Management)

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