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Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
DocuSign + Google DriveSave a Signed Document from DocuSign to Google Drive Read More...
DocuSign + WordPressAdd a Signed Document from DocuSign to a WordPress Blog Read More...
WordPress + DocuSignSend envelope from template in DocuSign when a post is published on WordPress Read More...
It's easy to connect DocuSign + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Trigger every time a new document is e-signed in DocuSign.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Create Signature Request
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.