Signaturit + Wealthbox CRM
Create signature requests in Signaturit from new Wealthbox CRM contacts
Effortlessly manage your new contacts in Wealthbox CRM by generating signature requests through Signaturit. With this workflow, every time a new contact is added in Wealthbox CRM, a signature request will be created from a template in Signaturit. Simplify your document signing process and save time with this seamless automation.
Effortlessly manage your new contacts in Wealthbox CRM by generating signature requests through Signaturit. With this workflow, every time a new contact is added in Wealthbox CRM, a signature request will be created from a template in Signaturit. Simplify your document signing process and save time with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
- Free forever for core features
- 14 day trial for premium features & apps
About Signaturit
Signaturit allows to send and sign documents online with legally binding electronic signatures.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
