Docusign + Follow Up Boss
Update Follow Up Boss notes when DocuSign envelope statuses change
Keep your real estate business streamlined by using this automation. Whenever an Envelope Status gets updated in DocuSign, a note reflecting the change is instantly created in Follow Up Boss. It offers an efficient solution to keeping track of your document changes, ensuring you stay informed and organized without the need for manual data entry.
Keep your real estate business streamlined by using this automation. Whenever an Envelope Status gets updated in DocuSign, a note reflecting the change is instantly created in Follow Up Boss. It offers an efficient solution to keeping track of your document changes, ensuring you stay informed and organized without the need for manual data entry.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Note
Creates a note on a contact
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