![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
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
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
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.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
Generate a new contact in SimpleSign each time a new contact is created in Wealthbox CRM
Wealthbox CRM + SimpleSign
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and SimpleSign
Connect Wealthbox CRM and SimpleSign with over 850+ 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
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
Add recipient
Adds a new recipient into your contact directory
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
Send reminder
Sends a reminder to the specified recipients
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
Update recipient
Updates the details of an existing recipient
![](https://flow-eu-public.nimbuspop.com/flow-apps/simplesign.png)
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
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