Create PandaDoc documents from new Wealthbox CRM contacts
Create professional documents for your Wealthbox CRM contacts with this efficient automation workflow. Whenever a new contact is added to Wealthbox CRM, a personalized document will be generated in PandaDoc. Stay organized and make a great impression with your contacts by streamlining the document creation process.
Create professional documents for your Wealthbox CRM contacts with this efficient automation workflow. Whenever a new contact is added to Wealthbox CRM, a personalized document will be generated in PandaDoc. Stay organized and make a great impression with your contacts by streamlining the document creation process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document
Create a document from a template.
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