How to connect Wealthbox CRM + DocuSign
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Triggers when a new event is created.Try ItTriggerInstant
Triggers when a new opportunity is created.Try ItTriggerInstant
Triggers when a Task has been completed. Non-repeating tasks only.Try ItTriggerInstant
- Step 1: Authenticate Wealthbox CRM and 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.