Formstack Documents + Wealthbox CRM Integration

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Formstack Documents + Wealthbox CRM Integration
1.
  • Formstack Documents
    Merged document is populated in Formstack Documents Instant
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
2.
  • Formstack Documents
    Merge a document in Formstack Documents
  • Formstack Documents
    Create a data route merge in Formstack Documents
  • Formstack Documents
    Delete a document in Formstack Documents
  • Formstack Documents
    Convert file to PDF in Formstack Documents
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
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Formstack Documents lets you generate customized documents with your own branding, merge data from multiple web services with pre-built form templates, and deliver them in minutes - all for free!

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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

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