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Integrate Wealthbox CRM with SimpleSign
Send information between Wealthbox CRM and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in SimpleSign each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in SimpleSign each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Generate a new contact in SimpleSign each time a new contact is created in Wealthbox CRM
Wealthbox CRM + SimpleSign
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Build your own integrations between Wealthbox CRM and SimpleSign
Connect Wealthbox CRM and SimpleSign with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New workflow
Triggers when a new workflow is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create task
Creates a new task
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Fetch contact
Fetches a contact by email
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Add recipient
Adds a new recipient into your contact directory
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Send reminder
Sends a reminder to the specified recipients
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Update recipient
Updates the details of an existing recipient
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Fetch document
Fetches the details of an existing document
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
Similar apps
Build comprehensive workflows using
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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