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Integrate Follow Up Boss with SimpleSign
Send information between Follow Up Boss and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in SimpleSign whenever a new contact is created in Follow Up Boss
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in SimpleSign whenever a new contact is added in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Create a new contact in SimpleSign whenever a new contact is created in Follow Up Boss
Follow Up Boss + SimpleSign
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Build your own integrations between Follow Up Boss and SimpleSign
Connect Follow Up Boss and SimpleSign with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Follow Up Boss and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact created
Triggers when a new contact is created
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Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
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Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
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Create contact
Creates a new contact
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Add recipient
Adds a new recipient into your contact directory
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Send reminder
Sends a reminder to the specified recipients
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Update recipient
Updates the details of an existing recipient
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Fetch document
Fetches the details of an existing document
What is Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >