Create and send documents in SignNow for new Wealthbox CRM contacts
Effortlessly keep your client documents up-to-date with this efficient workflow between Wealthbox CRM and SignNow. As soon as a new contact is added in Wealthbox CRM, this automation will create a document from a template and send a freeform invite using SignNow, streamlining your onboarding process and ensuring a seamless experience for your clients. Save time and maintain accurate records by letting this workflow handle your document management.
Effortlessly keep your client documents up-to-date with this efficient workflow between Wealthbox CRM and SignNow. As soon as a new contact is added in Wealthbox CRM, this automation will create a document from a template and send a freeform invite using SignNow, streamlining your onboarding process and ensuring a seamless experience for your clients. Save time and maintain accurate records by letting this workflow handle your document management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
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