Wealthbox CRM + DocuSign Integrations

How to connect Wealthbox CRM + DocuSign

Zapier lets you send info between Wealthbox CRM and DocuSign automatically—no code required.

When this happens...

New Comment

Triggers when a new comment is created.

automatically do this!

Create Signature Request

Creates a signature request.

New Project
Triggers when a new project is created.
Trigger
Instant
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant

Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Finds or creates a specific find contact.
Scheduled
Action
DocuSign
Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
Scheduled
Trigger
DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
DocuSign
Creates a signature request.
Scheduled
Action

Step 1: Authenticate Wealthbox CRM + DocuSign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.