Create contracts in eSignatures.io for new contacts in Wealthbox CRM
Effortlessly streamline your contract creation process with this automation that connects Wealthbox CRM and eSignatures.io. When you add a new contact in Wealthbox CRM, a contract is instantly created in eSignatures.io, saving you time and reducing manual tasks. Focus on building relationships with your clients while this workflow takes care of the contract management for you.
Effortlessly streamline your contract creation process with this automation that connects Wealthbox CRM and eSignatures.io. When you add a new contact in Wealthbox CRM, a contract is instantly created in eSignatures.io, saving you time and reducing manual tasks. Focus on building relationships with your clients while this workflow takes care of the contract management for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contract
Creates a new contract.
- Free forever for core features
- 14 day trial for premium features & apps