Create Wealthbox CRM contacts and generate shareable links for pdfFiller documents
Easily manage your CRM documents with this efficient workflow between Wealthbox CRM and pdfFiller. When a new contact is added in Wealthbox CRM, a shareable link for a relevant document is generated in pdfFiller, simplifying your document organization. Stay organized and save time with this seamless automation between your CRM and document management tools.
Easily manage your CRM documents with this efficient workflow between Wealthbox CRM and pdfFiller. When a new contact is added in Wealthbox CRM, a shareable link for a relevant document is generated in pdfFiller, simplifying your document organization. Stay organized and save time with this seamless automation between your CRM and document management tools.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Get Shareable Link for Document
Get a URL for opening a document in the editor.
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