Docusign + Follow Up Boss + Waitwhile Integrations

How to connect Docusign + Follow Up Boss + Waitwhile

Zapier lets you send info between Docusign and Follow Up Boss and Waitwhile automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Docusign + Follow Up Boss + Waitwhile

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 Docusign, Follow Up Boss, and Waitwhile. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Appointment

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

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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

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How Docusign + Follow Up Boss + Waitwhile Integrations Work

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

About Waitwhile

Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a radically better wait experience for your customers.
Learn moreHelp

Related categories

  • Scheduling & Booking