Integrate eSignatures.io with Wealthbox CRM
Send information between eSignatures.io and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate eSignatures.io and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract signed
Triggers when an existing contract is signed
Contract sent
Triggers when an existing contract is sent to the signer for signature
Signature declined by signer
Triggers when a contract to be signed is declined by the signer
Contract withdrawn
Triggers when an existing contract is withdrawn
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create contract
Creates a new contract
Withdraw contract
Withdraws the specified contract
Fetch contract
Fetches the details of an existing contract
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is eSignatures.io?
eSignatures.io provides a simple way to collect electronic signatures on any device. It lets you embed sign pages to your website, send contracts directly to mobiles via SMS, send contracts in bulk, and more.
Similar apps
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
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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