How to connect Follow Up Boss and Signnow
Create a New Scenario to Connect Follow Up Boss and Signnow
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Signnow will be your first step. To do this, click "Choose an app," find Follow Up Boss or Signnow, and select the appropriate trigger to start the scenario.

Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.


Follow Up Boss

Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Signnow Node
Next, click the plus (+) icon on the Follow Up Boss node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.


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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Follow Up Boss and Signnow Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Follow Up Boss and Signnow Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Signnow
Trigger on Webhook
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Follow Up Boss
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Webhook response


Save and Activate the Scenario
After configuring Follow Up Boss, Signnow, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Follow Up Boss and Signnow integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Follow Up Boss and Signnow
Signnow + Follow Up Boss + Google Sheets: When a document is signed in Signnow, update a specified row in Google Sheets with the document details and associate the signed document with the corresponding person in Follow Up Boss.
Signnow + Follow Up Boss + Slack: When a document is fully signed in Signnow, find the associated person in Follow Up Boss, and then send a notification to a specified Slack channel to alert the team.
Follow Up Boss and Signnow integration alternatives

About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
FAQ Follow Up Boss and Signnow
How can I connect my Follow Up Boss account to Signnow using Latenode?
To connect your Follow Up Boss account to Signnow on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Follow Up Boss and click on "Connect".
- Authenticate your Follow Up Boss and Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after lead status changes?
Yes, you can! Latenode allows triggering Signnow document sends when a Follow Up Boss lead's status is updated, streamlining your sales process and ensuring timely contract delivery.
What types of tasks can I perform by integrating Follow Up Boss with Signnow?
Integrating Follow Up Boss with Signnow allows you to perform various tasks, including:
- Automatically send contracts when a new deal is created in Follow Up Boss.
- Update Follow Up Boss when a document is signed in Signnow.
- Create personalized contracts with data pulled from Follow Up Boss leads.
- Send reminder notifications for pending signatures via Follow Up Boss.
- Archive signed documents in a designated Follow Up Boss deal folder.
How to trigger document generation based on FUB data?
Latenode uses webhooks or polling to monitor Follow Up Boss, triggering Signnow contract creation using lead or deal data for efficient automation.
Are there any limitations to the Follow Up Boss and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document templates might require custom JavaScript for advanced data mapping.
- Rate limits of Follow Up Boss and Signnow APIs can affect high-volume automation.
- Initial setup requires understanding of both Follow Up Boss and Signnow data structures.