Create DocuSign signature requests when new tags are added to contacts in Follow Up Boss
Effortlessly manage your client onboarding process with this automated workflow between Follow Up Boss and DocuSign. When a tag is added to a contact in Follow Up Boss, a signature request is immediately created in DocuSign, streamlining the document signing process and ensuring a seamless client experience. Save time and enhance productivity as this integration handles the administrative tasks for you.
Effortlessly manage your client onboarding process with this automated workflow between Follow Up Boss and DocuSign. When a tag is added to a contact in Follow Up Boss, a signature request is immediately created in DocuSign, streamlining the document signing process and ensuring a seamless client experience. Save time and enhance productivity as this integration handles the administrative tasks for you.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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