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DocuSign + Wealthbox CRM Integrations

How to connect DocuSign + Wealthbox CRM

Zapier lets you send info between DocuSign and Wealthbox CRM automatically—no code required.

When this happens...
DocuSignDocuSign
Envelope Sent or Completed

Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

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Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

How DocuSign + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate DocuSign + Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn More

Related categories

  • Signatures

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn More

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