ShareFile + Wealthbox CRM

Create folders in ShareFile for new contacts in Wealthbox CRM

This Zap automatically creates a folder in ShareFile when a new client contact is created in WealthBox. Prep your follow-up workflows without stopping for manual updates!

This Zap automatically creates a folder in ShareFile when a new client contact is created in WealthBox. Prep your follow-up workflows without stopping for manual updates!

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ShareFileShareFile
    Create Folder

    Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
sharefile logo
sharefile logo

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

Related categories

  • Content & Files
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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