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Zapier makes it easy to integrate Docusign with Wealthbox CRM - no code necessary. See how you can get setup in minutes.

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Docusign
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Docusign
1. Choose trigger event
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Wealthbox CRM
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Wealthbox CRM
2. Choose action
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1. Select the event
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Docusign
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.

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Zapier seamlessly connects Docusign and Wealthbox CRM, automating your workflow.

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Practical ways you can use Docusign and Wealthbox CRM

Track completed agreements in a CRM

When a recipient completes a DocuSign envelope, Zapier can automatically create a new contact or update an existing one in Wealthbox CRM. This helps business owners maintain accurate records and streamlines client relationship management, saving time and ensuring no completed agreement goes unrecorded.

Business Owner
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Log document activity for compliance

When a DocuSign envelope is sent, Zapier can create an internal event log entry in Wealthbox CRM for IT documentation purposes. This automation supports compliance by maintaining a clear audit trail of sent documents, saving IT teams time on manual logs and reducing risk of errors.

IT
Track project task completions through DocuSign

When a recipient marks an envelope as completed in DocuSign, Zapier can create a task completion or corresponding note in Wealthbox CRM. This ensures project managers can seamlessly track signed approvals tied to project tasks, providing visibility into progress and ensuring decisions are documented.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Envelope Corrected

    Triggers when an envelope is corrected.

    Trigger
    Instant
    Try It

Learn how to automate Docusign on the Zapier blog

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