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Follow Up Boss + Signeasy Integrations

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Connect Follow Up Boss to Signeasy
Example workflows
Triggers and actions
Follow Up Boss + your other apps
Signeasy + your other apps
FAQ

Follow Up Boss + Signeasy integrations: work smarter

Use any of these Signeasy actions in your Relay.app workflows.

Preview of Use Relay.app's Signeasy integrations to trigger actions across your apps

Use any of these Signeasy actions in your Relay.app workflows.

Use Relay.app's Signeasy integrations to trigger actions across your apps

Overview

Connect Follow Up Boss to Signeasy in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, Signeasy, and many other popular SaaS applications.

Check below for example workflows using Follow Up Boss and Signeasy, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Follow Up Boss + Signeasy workflows

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Automatically send envelope to sign in Signeasy for each person added in Follow Up Boss

Try it

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Create person automatically in Follow Up Boss for each envelope signed in Signeasy

Try it

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Download signed envelope automatically in Signeasy for each new deal in Follow Up Boss

Try it

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Download signed envelope automatically in Signeasy for each person added in Follow Up Boss

Try it

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Find template(s) automatically in Signeasy for each person added in Follow Up Boss

Try it

Follow Up Boss Triggers

Deal

add

New deal

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Signeasy Actions

Pending Envelope

outgoing_mail

Send envelope to sign

Signed Envelope

download

Download signed envelope

schedule

Wait until envelope signed

Template

Find template(s)

Signeasy Triggers

Signed Envelope

signature

Envelope signed

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Create your own Follow Up Boss + Signeasy integration

Select a trigger in Follow Up Boss

Select an action in Signeasy

Create your workflow

Or automate Signeasy + Follow Up Boss

Select a trigger in Signeasy

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

Or connect Signeasy to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Follow Up Boss to Signeasy with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or Signeasy to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and Signeasy to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Follow Up Boss to Signeasy?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and Signeasy—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Follow Up Boss + Signeasy integrations: work smarter

Example Follow Up Boss + Signeasy workflows

Automatically send envelope to sign in Signeasy for each person added in Follow Up Boss

Create person automatically in Follow Up Boss for each envelope signed in Signeasy

Download signed envelope automatically in Signeasy for each new deal in Follow Up Boss

Download signed envelope automatically in Signeasy for each person added in Follow Up Boss

Find template(s) automatically in Signeasy for each person added in Follow Up Boss

Create your own Follow Up Boss + Signeasy integration

Or automate Signeasy + Follow Up Boss

Connect Follow Up Boss to your other apps

Or connect Signeasy to your other apps

FAQ

What is Relay.app?

How do I connect Follow Up Boss to Signeasy with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to Signeasy?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?