Docspo + Wealthbox CRM

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.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    DocspoDocspo
    Create Client

    Creates a new client

    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
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docspo logo

About Docspo

Send beautiful documents for eSignature.

Related categories

  • Signatures
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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