Create integrations between Yousign and Wealthbox CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Yousign and Wealthbox CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Contact Created
Triggers when a Contact is created.
Try ItInclude Signer Audit Trail as well
Try ItNew Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try It
Download documents as well
Download audit trails as well
Try ItFirst nameRequired
Last nameRequired
EmailRequired
LocaleRequired
Phone number
Company name
Job title
Address line 1
Address line 2
City
Postal Code
Country
New Contact
Triggers when a new contact is created.
Try ItNew Note
Triggers when a new note is created.
Try It