Connect Docusign and Follow Up Boss to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Set up your first integration

Quickly connect Docusign to Follow Up Boss with a Zapier template.

Our most popular template

Create DocuSign signature requests when new tags are added to contacts in Follow Up Boss
Details
Try it
Follow Up Boss + Docusign
Create new Follow Up Boss inquiries or website events from completed DocuSign envelopes
Details
Try it
Docusign + Follow Up Boss
Create notes in Follow Up Boss for new folders in DocuSign
Details
Try it
Docusign + Follow Up Boss
Create or update Follow Up Boss contacts when new DocuSign folders are added
Details
Try it
Docusign + Follow Up Boss
Add collaborators in Follow Up Boss for newly sent or completed envelopes in DocuSign
Details
Try it
Docusign + Follow Up Boss
Update DocuSign api requests when person stages change in Follow Up Boss
Details
Try it
Follow Up Boss + Docusign

Create DocuSign signature requests when new tags are added to contacts in Follow Up Boss

Details

Try it

Follow Up Boss + Docusign

Create new Follow Up Boss inquiries or website events from completed DocuSign envelopes

Details

Try it

Docusign + Follow Up Boss

Create notes in Follow Up Boss for new folders in DocuSign

Details

Try it

Docusign + Follow Up Boss

Create or update Follow Up Boss contacts when new DocuSign folders are added

Details

Try it

Docusign + Follow Up Boss

Add collaborators in Follow Up Boss for newly sent or completed envelopes in DocuSign

Details

Try it

Docusign + Follow Up Boss

Update DocuSign api requests when person stages change in Follow Up Boss

Details

Try it

Follow Up Boss + Docusign

Generate signature requests in DocuSign for new Follow Up Boss contacts
Details
Try it
Follow Up Boss + Docusign
Update Follow Up Boss notes when DocuSign envelope statuses change
Details
Try it
Docusign + Follow Up Boss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Docusign with Follow Up Boss - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.

You’re connected!

Zapier seamlessly connects Docusign and Follow Up Boss, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
Try It
Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
Try It
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
Try It

Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
Try It
Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
Try It

Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
Try It
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
Try It
Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
Try It
Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
Try It
Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
Try It
Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
Try It
Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- 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
Action
Write
- Contact Phone, Email, or ID
  Required
- Body
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
Try It
Envelope Created
Triggers when an envelope is created.
Trigger
Instant
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
Try It
Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
Try It
Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
Try It
Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write
- Contact Phone, Email, or ID
  Required
- List Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- List Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- 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
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Docusign and Follow Up Boss

Track completed envelopes in Follow Up Boss

When an envelope is completed in Docusign, Zapier automatically adds a note to the corresponding contact in Follow Up Boss. This provides a streamlined way to monitor client progress, ensuring better follow-ups and saving time on manually checking for updates.

Business Owner

Try it

Log contract sign-offs in project notes

When a Docusign envelope is signed off, Zapier creates a note in Follow Up Boss under the related project contact. This fosters collaboration between teams by making contract updates instantly accessible and saves engineers from managing document workflows manually.

Engineering

Try it

Update contact stage based on signature status

When an envelope is completed in DocuSign, Zapier updates the stage of a contact in Follow Up Boss. This ensures accurate pipeline tracking and reduces administrative overhead, improving team efficiency and sales insights.

Sales Ops

Try it

Learn how to automate Docusign on the Zapier blog

Learn how to automate Follow Up Boss on the Zapier blog

Make work flow with AI

Level up your Docusign to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Docusign + Follow Up Boss integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Follow Up Boss

How do I integrate DocuSign with Follow Up Boss?

To integrate DocuSign with Follow Up Boss, you can use our platform to create a workflow that triggers an action in Follow Up Boss whenever a specified event occurs in DocuSign. For example, you can set a trigger for when an envelope is completed in DocuSign, and then create an action in Follow Up Boss to update the corresponding contact or deal.

Can I create a trigger for when a document is signed in DocuSign to update my deals in Follow Up Boss?

Yes, you can set up a trigger for when a document is signed in DocuSign. Using our integration, this trigger can then initiate an update to your deals or contacts within Follow Up Boss.

What types of actions can be automated between DocuSign and Follow Up Boss?

You can automate several actions such as updating contact information, creating new leads, or adding tags in Follow Up Boss based on triggers like document completion or envelope status changes in DocuSign.

Is it possible to send automatic tasks to my team through Follow Up Boss when a contract is signed in DocuSign?

Absolutely. When a contract is signed in DocuSign, you can set an automatic task creation action within Follow Up Boss for team members to follow up or proceed with the next steps.

How long does it take for changes made in DocuSign to reflect in Follow Up Boss?

The updates between DocuSign and Follow Up Boss occur almost instantly as we ensure real-time data synchronization once the integration triggers are activated.

Can I customize the data that gets transferred from DocuSign to Follow Up Boss?

Yes, our integration allows customization of the data fields transferred from DocuSign to Follow Up Boss. You can select specific details like signer’s information or contract terms as part of your automation setup.

What happens if there's an error during the data transfer from DocuSign to Follow Up Boss?

If there’s an error during the data transfer process, we attempt retries automatically and notify you about the issue so it can be resolved promptly without disrupting your workflow.

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign to Follow Up Boss on the world's largest no-code automation platform

Explore Docusign + Follow Up Boss Integrations

waitwhile

Connect Docusign and Follow Up Boss to unlock the power of automation

Set up your first integration

Create DocuSign signature requests when new tags are added to contacts in Follow Up Boss

Create new Follow Up Boss inquiries or website events from completed DocuSign envelopes

Create notes in Follow Up Boss for new folders in DocuSign

Create or update Follow Up Boss contacts when new DocuSign folders are added

Add collaborators in Follow Up Boss for newly sent or completed envelopes in DocuSign

Update DocuSign api requests when person stages change in Follow Up Boss

Create DocuSign signature requests when new tags are added to contacts in Follow Up Boss

Create new Follow Up Boss inquiries or website events from completed DocuSign envelopes

Create notes in Follow Up Boss for new folders in DocuSign

Create or update Follow Up Boss contacts when new DocuSign folders are added

Add collaborators in Follow Up Boss for newly sent or completed envelopes in DocuSign

Update DocuSign api requests when person stages change in Follow Up Boss

Generate signature requests in DocuSign for new Follow Up Boss contacts

Update Follow Up Boss notes when DocuSign envelope statuses change

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Docusign and Follow Up Boss

Track completed envelopes in Follow Up Boss

Log contract sign-offs in project notes

Update contact stage based on signature status

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Make work flow with AI

Frequently Asked Questions about Docusign + Follow Up Boss integrations

Connect Docusign to Follow Up Boss on the world's largest no-code automation platform

Explore Docusign + Follow Up Boss Integrations

Explore Docusign + Follow Up Boss Integrations