Create integrations between RightSignature and Follow Up Boss to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try It - New Document Sent
Triggers when a document is sent.
Try It - New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It - Pipeline name
- Stage name
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- New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try It - TemplateRequired
- Document NameRequired
- Email Recipients
- Sign Document in Person
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try It - New Contact
Fires when a new contact is created in Follow Up Boss.
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