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The DocuSign Integration

Sydney Cordell
Sydney Cordell
  • Updated

Overview

DocuSign is a leading e-signature platform that enables secure, efficient, and legally binding document signing from anywhere. The integration between DocuSign and Wealthbox allows users to seamlessly send, track, and manage electronic documents directly within Wealthbox CRM, streamlining client workflows and reducing paperwork delays.

 

Key Features

  • Automated Document Tracking: When a document is sent, signed, or completed in DocuSign, a note or task can be automatically created in Wealthbox.
  • Seamless Client Record Updates: Signed documents can trigger updates to client profiles in Wealthbox, ensuring accurate record-keeping.
  • Customizable Workflows: Users can map DocuSign data fields, such as signer details and document status, to Wealthbox fields for tailored automation.
  • Task and Notification Automation: Automatically generate follow-up tasks or notifications in Wealthbox when a document action occurs in DocuSign.
  • Effortless Synchronization: Reduce manual data entry and keep all client-related document activities organized within Wealthbox.

 

How to Enable the Integration

The DocuSign integration is enabled through Zapier. For more information on how to enable this integration through Zapier, please click here. 

 

How Does the DocuSign Integration Work?

The DocuSign and Wealthbox integration through Zapier automates document tracking and client record updates. When a document is sent, signed, or completed in DocuSign, Zapier can trigger actions in Wealthbox, such as creating a task, adding a note, or updating a contact. This ensures that client interactions are logged without manual entry. Users can customize workflows by mapping DocuSign data fields—like signer details and document status—to corresponding fields in Wealthbox. This integration helps advisors stay organized, streamline document management, and maintain up-to-date client records effortlessly.

 

Troubleshooting & FAQs

  • Why isn’t my document appearing in Wealthbox after being signed?

    • Ensure the integration is correctly enabled through Zapier and that the document was sent through Wealthbox. Check permissions in DocuSign to allow document syncing.

  • Can I send multiple documents at once?

    • Yes, you can send multiple documents in a single envelope via DocuSign. Each document’s status will update in Wealthbox.