Docusign and Wealthbox Integration

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Automatically update Wealthbox when clients sign documents in Docusign. Latenode’s visual editor makes it easy to build and customize this automation with JavaScript, scaling your client management workflows. Pay only for execution time.

Swap Apps

Docusign

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and Wealthbox

Create a New Scenario to Connect Docusign and Wealthbox

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Wealthbox will be your first step. To do this, click "Choose an app," find Docusign or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Docusign Node

Select the Docusign node from the app selection panel on the right.

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Docusign

Configure the Docusign

Click on the Docusign node to configure it. You can modify the Docusign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Docusign

Sign In
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Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Docusign node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.

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Wealthbox

Authenticate Wealthbox

Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.

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Run node once

Configure the Docusign and Wealthbox Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Wealthbox Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Docusign and Wealthbox Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Webhook response

Save and Activate the Scenario

After configuring Docusign, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Docusign and Wealthbox integration works as expected. Depending on your setup, data should flow between Docusign and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Docusign and Wealthbox

DocuSign + Wealthbox + Google Sheets: When a DocuSign envelope status is updated (completed), find the associated contact in Wealthbox. Then, log the DocuSign envelope details and the related Wealthbox contact information in a Google Sheet for audit tracking.

Wealthbox + DocuSign + Slack: When a project is created (deal closes) in Wealthbox, automatically send a contract to the client via DocuSign using a template, and notify the sales team on Slack about the sent contract.

Docusign and Wealthbox integration alternatives

About Docusign

Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.

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About Wealthbox

Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.

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See how Latenode works

FAQ Docusign and Wealthbox

How can I connect my Docusign account to Wealthbox using Latenode?

To connect your Docusign account to Wealthbox on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Docusign and click on "Connect".
  • Authenticate your Docusign and Wealthbox accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update client details after document signing?

Yes, you can! Latenode lets you trigger Wealthbox updates when a Docusign envelope is completed. Keep your client records current without manual data entry, saving time and reducing errors.

What types of tasks can I perform by integrating Docusign with Wealthbox?

Integrating Docusign with Wealthbox allows you to perform various tasks, including:

  • Create a new contact in Wealthbox after a Docusign form is signed.
  • Update client information in Wealthbox from signed Docusign documents.
  • Automatically send documents from Wealthbox for Docusign signatures.
  • Archive signed Docusign documents directly within a Wealthbox contact.
  • Trigger follow-up tasks in Wealthbox once a Docusign envelope is completed.

Can I use JavaScript for advanced Docusign logic on Latenode?

Yes! Latenode supports custom JavaScript code. Use it to tailor Docusign workflows beyond simple triggers, like conditional routing based on inputs.

Are there any limitations to the Docusign and Wealthbox integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Docusign templates with highly conditional logic may require custom JavaScript.
  • Initial setup requires a basic understanding of both Docusign and Wealthbox APIs.
  • Large-scale document processing might be subject to Docusign API rate limits.

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