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
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.
Create a new contact in SimpleSign whenever a new contact is created in Follow Up Boss
Follow Up Boss + SimpleSign
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Supported triggers and actions
Integrate Follow Up Boss and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Create contact
Creates a new contact
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
