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Create client folder in ShareFile when workflow step completes in Wealthbox CRM

Create client folder in ShareFile when workflow step completes in Wealthbox CRM

Create organized client folders in ShareFile when a workflow step is completed in Wealthbox CRM. This ensures efficient document management and faster onboarding for your clients.

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Overview

Create organized client folders in ShareFile when a workflow step is completed in Wealthbox CRM. This ensures efficient document management and faster onboarding for your clients.

Create client folder in ShareFile when workflow step completes in Wealthbox CRM