Create signature requests in Dropbox Sign for new Wealthbox CRM contacts
Effortlessly manage new contacts in Wealthbox CRM and streamline the signature process with this seamless integration. When a new contact is added to Wealthbox CRM, this workflow instantly sends a signature request from a template in Dropbox Sign. Save time, reduce manual tasks, and improve your client onboarding experience with this efficient automation.
Effortlessly manage new contacts in Wealthbox CRM and streamline the signature process with this seamless integration. When a new contact is added to Wealthbox CRM, this workflow instantly sends a signature request from a template in Dropbox Sign. Save time, reduce manual tasks, and improve your client onboarding experience with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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