Follow Up Boss + SMS by Zapier + DocuSign Integrations

How to connect Follow Up Boss + SMS by Zapier + DocuSign

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Do even more with Follow Up Boss + SMS by Zapier + DocuSign

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Follow Up Boss, SMS by Zapier, and DocuSign. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
  The pipeline this should trigger on. (optional)
- Stage name
  The stage this should trigger on. (optional)
Trigger
Instant
Try It
- Stage name
  The stage this should trigger on. (optional)
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Action PlanRequired
  The Action Plan to apply to the Contact.
Action
Write

- First Name
  Contact's first name. You can also use full name here.
- Last Name
  Contact's last name.
- Email Address
  We will search for existing contact with this email address and update if found or create a new contact otherwise.
- Phone Number
  Contact's phone number.
- Source
  Name of the website or service where contact is coming from.
- Stage
  Select a stage to apply to a new contact in Follow Up Boss.
- Is Contacted?
  Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
- Tags
  List of tags separated by comma to apply to the contact.
- Street Address
  Street address of the contact.
- City
  City of the contact.
- State/Province
  State or province of the contact.
- Zip/Postal Code
  ZIP or postal code of the contact.
- Price
  The estimated sell/buy price for this person.
- Custom Field 1 Name
- Custom Field 1 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 2 Name
- Custom Field 2 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 3 Name
- Custom Field 3 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 4 Name
- Custom Field 4 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 5 Name
- Custom Field 5 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- MessageRequired
  Message content of your note.
- Subject
  You can give your note a title or subject using this field.
- Message is HTML
  Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
Action
Write

- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Phone NumberRequired
  The phone number of the call to be logged.
- TypeRequired
  Whether the call was incoming or outgoing.
- Note
  The log message entered for this call.
- Call Duration
  Length of the call in seconds.
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Team MemberRequired
  The team member that will be assigned to this contact
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
Action
Search
- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
  The tag this should trigger on.
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Tag(s)Required
  Tag(s) to add to a contact (separate multiple with a comma)
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- StageRequired
  The new stage for this contact.
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- NameRequired
  The name of the deal
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
  Description of the deal
- Price
  The price associated with this deal (whole dollar amount, no decimals or symbols)
- Commission
  Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
- Projected Close Date
  The projected close date of this deal
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- NameRequired
  The name of the task
- TypeRequired
- Assigned ToRequired
- Due
  When this task is due.
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Action PlanRequired
  The Action Plan to pause for the Contact.
Action
Write
- Event TypeRequired
  Type of event occurred on the website. For lead capture forms use Registration type.
- Message
  Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
- First Name
  Contact's first name. You can also use full name here.
- Last Name
  Contact's last name.
- Email Address
  We will search for existing contact with this email address and update if found or create a new contact otherwise.
- Phone Number
  Contact's phone number.
- Source
  Name of the website or service where contact is coming from.
- Stage
  Select a stage to apply to a new contact in Follow Up Boss.
- Is Contacted?
  Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
- Tags
  List of tags separated by comma to apply to the contact.
- Street Address
  Street address of the contact.
- City
  City of the contact.
- State/Province
  State or province of the contact.
- Zip/Postal Code
  ZIP or postal code of the contact.
- Custom Field 1 Name
- Custom Field 1 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 2 Name
- Custom Field 2 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 3 Name
- Custom Field 3 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 4 Name
- Custom Field 4 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 5 Name
- Custom Field 5 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Street Address
  Street address of the property being viewed or inquired about.
- City
  City of the property being viewed or inquired about.
- State/Province
  State or province of the property being viewed or inquired about.
- Zip/Postal Code
  ZIP or postal code of the property being viewed or inquired about.
- MLS Number
  MLS number of the property being viewed or inquired about.
- Price
  Price of the property being viewed or inquired about.
- Is for Rent?
  Indicates if this is a rental property.
- URL
  Link to the property details page.
- Type
  Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
- Bedrooms
  Number of bedrooms.
- Bathrooms
  Number of bathrooms.
- Area
  Property square footage.
- Lot Size
  Lot size in arches.
- Source
  The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
- Medium
  The medium of the campaign, e.g. for an organic search the medium is "organic"
- Term
  The search terms entered by the contact
- Content
  The content of the campaign
- Campaign
  The name or identifier for this campaign
Action
Write
- Api Docs Info
  API docs for Follow Up Boss are located here https://api.followupboss.com/api-documentation/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- From Number
  Will attempt to send from this number, falling back to a random number if no longer available or unspecified.
- MessageRequired
  Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.
Action
Write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write

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How Follow Up Boss + SMS by Zapier + DocuSign Integrations Work

Step 1: Authenticate Follow Up Boss, SMS by Zapier, and DocuSign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Follow Up Boss + SMS by Zapier + DocuSign

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)

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

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 + SMS by Zapier + DocuSign Integrations

How to connect Follow Up Boss + SMS by Zapier + DocuSign

Do even more with Follow Up Boss + SMS by Zapier + DocuSign

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Contact Phone, Email, or IDRequired

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province

Zip/Postal Code

Price

Custom Field 1 Name

Custom Field 1 Value

Custom Field 2 Name

Custom Field 2 Value

Custom Field 3 Name

Custom Field 3 Value

Custom Field 4 Name

Custom Field 4 Value

Custom Field 5 Name

Custom Field 5 Value

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Find a Contact

Contact Phone, Email, or IDRequired

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Deal

New Contact

Tag Added to Contact

Tag nameRequired