Advance Follow Up Boss deals when DocuSign envelopes close

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.