Create new Docspo clients for every new Wealthbox CRM contact
Effortlessly create new client documents in Docspo whenever a new contact is added to Wealthbox CRM with this seamless workflow. Save time and streamline your client onboarding process, ensuring all essential documents are generated as soon as the contact information is available in your CRM. Focus on nurturing relationships while this automation takes care of the document creation for you.
Effortlessly create new client documents in Docspo whenever a new contact is added to Wealthbox CRM with this seamless workflow. Save time and streamline your client onboarding process, ensuring all essential documents are generated as soon as the contact information is available in your CRM. Focus on nurturing relationships while this automation takes care of the document creation for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client
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