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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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

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