Docusign + Follow Up Boss

Send envelopes using template in Docusign when updated stages occur in Follow Up Boss

Streamline your digital paperwork process with this seamless workflow. When there's a change in a person's stage in Follow Up Boss, a corresponding envelope using a chosen template is instantly sent through Docusign. This automation helps in maintaining timely communication and ensures all required documents are dispatched without delay, improving efficiency and productivity.

Streamline your digital paperwork process with this seamless workflow. When there's a change in a person's stage in Follow Up Boss, a corresponding envelope using a chosen template is instantly sent through Docusign. This automation helps in maintaining timely communication and ensures all required documents are dispatched without delay, improving efficiency and productivity.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Person Stage Updated

    Fires when a contact's stage is updated in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Start free with email
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    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
  • Follow Up Boss triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
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 more

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 more

Related categories

  • CRM (Customer Relationship Management)

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