created by Christopher Dibiase
How Zapier works (57 sec)
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 4 steps …
Step 1 - Trigger
Anytime an envelope sent or completed is created in DocuSign
Step 2 - Action
Find or create folder in Google Drive
Step 3 - Action
Create or update contact without triggering action plans in Follow Up Boss
Step 4 - Action
Find or create file in Google Drive
- 2 minutes to set up
- Get back 0.3 hrs /week
- 7 people use this zap
This Zap uses the following 3 apps
DocuSignDocusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Google DriveGoogle Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Follow Up BossSimple 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.