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Set up your first integration
Quickly connect Docusign to Wealthbox CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
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.
You’re connected!
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 OwnerLog 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.
ITTrack 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 ManagementSupported 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.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant