Move Follow Up Boss deals forward when DocuSign envelopes are signed

Build an agent workflow that fires whenever a DocuSign envelope's status changes to completed. Use the DocuSign poll trigger for completed envelopes.

For each newly completed envelope, the agent should:

1. Pull the envelope details with Get Envelope so it has the envelope name/subject, the completion timestamp, the primary signer's email and name, and any custom fields like property address or contract value.

2. In Follow Up Boss, call List People filtered by the signer's email to find the matching contact. If multiple match, prefer the one with the most recent activity. If none match, post a Slack message to the configured channel saying the envelope completed but no Follow Up Boss contact was found, and stop.

3. Call List Pipelines and List Stages once per run so the agent knows the real pipeline and stage names in this account. Do not hardcode IDs.

4. Call List Deals filtered by that person to find their active deal. If a deal exists, capture its current stage and pipeline. If no deal exists, use Create Deal to anchor a new deal to that person in the default sales pipeline, using the envelope value if available.

5. Decide the next stage from the envelope subject and document type. If the envelope looks like a purchase agreement, offer, or buyer/seller contract, advance the deal to 'Under Contract' (or the closest configured equivalent). If it looks like a closing disclosure, settlement statement, or final closing paperwork, advance the deal to 'Closed'. Otherwise, advance to the next stage in the pipeline order. Never move a deal backward.

6. Use Update Deal to set the new stageId on the matched deal.

7. Use Create Note on the person to log what envelope was signed, the signer's name, the signing date, the deal value, and the stage change.

8. Use Slack Bot Send a Message to post a celebration in the configured deals channel. Include the property address (from the envelope subject, custom fields, or deal name), the deal value, the assigned Follow Up Boss agent's name, the previous stage, and the new stage. Add a 🎉 and keep it short and skimmable.

Configurable inputs for the workflow:

- Slack channel for the announcement (default: #deals).

- Mapping of envelope name keywords to Follow Up Boss stage names (default: 'purchase agreement|offer|contract' → Under Contract, 'closing|settlement|final' → Closed).

- Which Follow Up Boss pipeline to default to when creating a missing deal.

- Whether to auto-create a missing deal, or skip the envelope and only post a Slack heads-up.

Resilience rules: skip envelopes already processed in a prior run; if there are multiple signers, use the primary signer (the first non-internal recipient) or fall back to the borrower; never overwrite a deal that is already in a later stage than the one this envelope would set; if the Slack post fails, still complete the Follow Up Boss updates and surface the failure.

Additional information

What does this prompt do?

Watches DocuSign and reacts the moment an envelope is fully signed.
Finds the right person and active deal in Follow Up Boss using the signer's email, with the option to create a deal if one does not exist yet.
Advances the deal to Under Contract or Closed based on what was signed, and leaves a note on the contact summarizing the envelope, signer, signing date, and deal value.
Posts a celebration in Slack with the property address, deal value, agent name, and new stage so the whole team sees the win in real time.

What do I need to use this?

A DocuSign account where your purchase agreements and closing docs get sent out for signature.
A Follow Up Boss account with your pipelines and stages set up the way your team actually uses them.
A Slack workspace and a channel where you want the deal wins to land.
A consistent way of naming your envelopes (for example, 'Purchase Agreement' vs 'Closing Disclosure') so the workflow can pick the right next stage.

How can I customize it?

Pick which Slack channel gets the announcement, whether that is a deals channel, a brokerage-wide wins channel, or a private leadership room.
Map your envelope names to the stage they should trigger. A purchase agreement might move the deal to Under Contract, while a closing disclosure or settlement statement moves it to Closed.
Decide what should happen when an envelope completes for a contact who does not have a deal yet. The default is to create one anchored to that person so nothing falls through the cracks, but you can switch it to skip and notify the team instead.
Tweak the celebration message to include whatever your brokerage tracks, like the agent, the lender, the address, the price, or a custom emoji.

Frequently asked questions

Does this work with the Follow Up Boss pipelines and stages we already use?

Yes. The workflow reads your existing pipelines and stages from Follow Up Boss at runtime, so it advances deals to the stage names you have already set up. You do not need to rename anything or create custom stages.

What if the same buyer signs more than one envelope on the same deal?

The workflow only ever moves a deal forward in the pipeline, never backward. A second signing on the same deal updates the contact note with the new envelope and posts a fresh Slack update for the new milestone.

What if there is no deal in Follow Up Boss yet when an envelope completes?

You choose. The default is to create a new deal anchored to that person in your buyer or seller pipeline so nothing falls through the cracks. If you prefer to keep deal creation manual, you can switch it to skip and ping the team in Slack instead.

What if my brokerage uses different stage names like Pending, Active Listing, or Sold?

You can map any envelope type to any stage you use. The workflow only acts on the stage names you tell it about, so it adapts to whatever pipeline you have already built in Follow Up Boss.

Will this fire for every envelope, including non-deal documents?

You can scope it. By default it only acts on envelopes whose signer matches a contact in Follow Up Boss, which already filters out most internal paperwork. You can also limit it to specific DocuSign templates or envelope name patterns.