Create SignRequests in SignRequest for new Wealthbox CRM contacts
Effortlessly streamline your onboarding process for new clients with this seamless workflow between Wealthbox CRM and SignRequest. When a new contact is added to Wealthbox CRM, this automation will send a SignRequest from a specified template, ensuring your clients get the necessary documents right away. Say goodbye to manual document sending and speed up your client engagement with this efficient solution.
Effortlessly streamline your onboarding process for new clients with this seamless workflow between Wealthbox CRM and SignRequest. When a new contact is added to Wealthbox CRM, this automation will send a SignRequest from a specified template, ensuring your clients get the necessary documents right away. Say goodbye to manual document sending and speed up your client engagement with this efficient solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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