Transfer financial documents from Cognito Forms to Google Drive, find client in Wealthbox, and create task
Transfer financial documents from Cognito Forms to Google Drive, find client in Wealthbox, and create task
Organize your client financial documents by transferring uploaded files from Cognito Forms to Google Drive. Find the relevant client in Wealthbox CRM and create a task to ensure all information is accessible and well-managed.
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Overview
Organize your client financial documents by transferring uploaded files from Cognito Forms to Google Drive. Find the relevant client in Wealthbox CRM and create a task to ensure all information is accessible and well-managed.