Wealthbox
Extension appBy Fluidlabs
Pre-fill envelopes from contacts and opportunities; log signed agreements as linked notes.
View on the App Center ↗Wealthbox CRM for Docusign IAM
A Wealthbox Docusign integration for firms that run agreements on Docusign: read contact and opportunity data to pre-fill envelopes, then write signed data back to the right records, without leaving the workflow.
Wealthbox CRM for Docusign IAM is a Fluidlabs extension app listed on the Docusign App Center, built for financial advisors, RIAs, and wealth management firms: eSignature agreements prepared from Wealthbox records. Its steps appear natively in Docusign Workflow Builder, and Fluidlabs runs the app on its own infrastructure (US region, AWS), so there is no Zapier, Make or other automation platform to set up.
What it adds inside Workflow Builder
Once installed, the app's actions appear as native workflow steps. No code, no separate automation platform, no sync jobs to run.
Read Wealthbox records mid-workflow
Pull a single Contact or Opportunity into the workflow and use its fields as variables: names, primary email and phone, address, household details, opportunity stage and amount. Envelopes are pre-filled straight from the CRM record, so nothing is re-typed and nothing drifts from Wealthbox.
Write signed data back to the right record
After signing, create or update a Contact or Opportunity from workflow data: signer-entered form fields, envelope metadata, or values carried from a Read step. Choose Update, Create, or Update or Create, and match by Record ID so the write lands on the exact record.
Log a note against the client record
Write a note to Wealthbox as part of the workflow, carrying text and a link to the signed document. Link it to a contact, opportunity, or project by Record ID and it appears both in the Home activity feed and on the record itself.
Matching and validation that fail safely
Contacts match by Record ID, exact name, or email; opportunities match by Record ID only. If several records match, the step stops with an error instead of writing to the wrong one, and ambiguous amount formats are rejected with an error naming the field, so a misread value is never stored.
Live in an afternoon
To connect Wealthbox to Docusign, install the app from the App Center like any Docusign extension, authorize your Wealthbox account, and add the steps to a workflow. Full setup, configuration and known behaviors are covered in the documentation.
Install from App Center
One click from the official listing into your Docusign account.
Connect Wealthbox
Authorize your Wealthbox account and name the connection.
Add steps to any workflow
The Wealthbox actions appear as native Workflow Builder steps.
What advisory firms run on it
Onboarding paperwork without re-typing
Read the client's contact record at the start of the workflow and pre-fill the onboarding agreement with names, addresses, and household details straight from Wealthbox. The advisor reviews instead of transcribing.
A pipeline that updates itself
When an engagement is signed, a Writeback step moves the opportunity to the right stage, records the signed amount, and updates the contact with any details the client corrected in the form. The CRM reflects the agreement the moment it completes.
Every agreement on the client record
Finish the workflow with a note linked to the contact by Record ID, carrying a link to the signed document. Anyone opening the client in Wealthbox sees the completed agreement in the record's activity.
Built to pass your security review
The documents your security team will ask for exist, are current, and are ready to hand over. Terms of service and the privacy policy are published on this site.
EUR 1M technology and cyber insurance, evidenced on request.
ISO/IEC 27001:2022 certificate
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
Standard DPA
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Service Terms
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Security & Data Protection Overview
Certifications, hosting and encryption, access control, secure development, monitoring and incident response, in one document for your security assessment.
The Security & Data Protection Overview and the DPA prepared for signature are provided on request: , or email secops@fluidlabs.com.
The Wealthbox Docusign integration, answered
Do I need Zapier to connect Wealthbox and Docusign?
How is this different from the Zapier Docusign integration for Wealthbox?
Can I pre-fill Docusign envelopes with Wealthbox client data?
Is this the official Wealthbox integration for Docusign?
Does it work with Docusign Maestro?
What do I need to use it?
Where does our client data go?
How long does setup take?
What does support look like?
Can Fluidlabs build the workflow for us?
Need Wealthbox to do more than the app covers?
The app covers the steps on this page. When you need a custom object, a module the app skips, or a sync on your own schedule, we scope that work as an integration and put a fixed price in writing. Enterprise Integration starts at $45,000.
Setup documentation
Install steps, configuration and known behaviors, kept current.
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