Wealthbox CRM

As a financial advisor, you spend your time focusing on your clients and the success of their financial strategies.  You don’t have time to waste when it comes to managing the relationships with new and current clients.  With a tool like Wealthbox CRM you can easily keep track of new leads and then the opportunities in your pipeline.

Add Formstack Documents to your process and you can automatically generate documents like contracts, proposals, reports and more.  You’ll never have to search for a template or copy & paste again!

In this example, we’re going to show you how to automatically generate a client agreement when we add a new contact to Wealthbox CRM.  We’ll then send this agreement over to HelloSign for signature by our client.

To get started, we’re going to set up the template for our client agreement using a Word document.  Inside Word, we’re going to add our boilerplate agreement info like company name, address, and agreement terms.  Then for the spots that we want to insert our client info, we’re going to use merge fields that look like {$FirstName}, {$LastName}, etc.

Here’s what our agreement template looks like:

Since we are sending this document out for e-signature with HelloSign, we also need to add a signature tag to our template so that HelloSign knows where to place the signature in our document.  This signature tag is just like any other text and looks like:  [sig|req|signer1]

Once you have your template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, click Office Document and then select the file from your computer.

After you have uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to produce a PDF and then include the name of our client in the file name.

Next, we’re going to set up the delivery of our document so that it is automatically sent over to HelloSign for signature.  Under the Deliver tab, click the New Delivery button then select HelloSign from the list.

After you enter your HelloSign API Key, you’ll need to define the signer’s name and email address using merge fields.  If you don’t have merge fields in your document for those values, select <<Other>> from the dropdown, then enter something like {$Email} in the box.

Once you have your HelloSign delivery saved, you are done with the setup process in Formstack Documents and we’re ready to integrate with Wealthbox.  To help with the integration, we’re going to use the help of our friends over at Zapier.

Inside Zapier, we’re going to set up a New Zap.  For the Trigger, we’re going to choose Wealthbox CRM as the app then New Contact as the trigger.

Once you authenticate your Wealthbox account, Zapier is going to load a test contact to make sure everything is working correctly.  Follow those steps and continue.

Next, we’re going to setup the Action of our Zap.  For the app, choose WebMerge and then Create Document Merge as the action.

After you authenticate your Formstack Documents account, Zapier will load a list of the documents you’ve set up in your Formstack Documents account.  Go ahead and pick the agreement that you just setup and Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Wealthbox CRM.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on.  We’re ready for a test!  Login to Wealthbox and add a New Contact.  Zapier will detect this new contact and send the data over to Formstack Documents.

Here’s what our contract looked like ready to sign in HelloSign:

Congrats, you’re all done!  You can now automatically generate all kinds of documents from Wealthbox CRM.  Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?

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