Send SignRequests from template in SignRequest when person stages are updated in Follow Up Boss
Enhance your client communication and efficiency with this workflow. Once a client's status updates in Follow Up Boss, it instantly triggers a SignRequest using your preset template. This seamless process not only reduces the need for manual inputs but also keeps you on pace with individual status changes. Be ahead of your clients' needs, maintaining their interest with quick, tailor-made responses.
Enhance your client communication and efficiency with this workflow. Once a client's status updates in Follow Up Boss, it instantly triggers a SignRequest using your preset template. This seamless process not only reduces the need for manual inputs but also keeps you on pace with individual status changes. Be ahead of your clients' needs, maintaining their interest with quick, tailor-made responses.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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