Create Wealthbox CRM notes when DocuSign envelope statuses are updated
Keep track of all document updates in your Wealthbox CRM with this handy workflow. Whenever a change happens to envelope status in your DocuSign, this process helps you to spontaneously generate a new note in your Wealthbox CRM. This automatic procedure not only saves you time on manual data entry but it also allows you to stay updated with the latest changes in your documents.
Keep track of all document updates in your Wealthbox CRM with this handy workflow. Whenever a change happens to envelope status in your DocuSign, this process helps you to spontaneously generate a new note in your Wealthbox CRM. This automatic procedure not only saves you time on manual data entry but it also allows you to stay updated with the latest changes in your documents.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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.
- automatically do this!Create Note
Creates a new note.
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