We’re refining our workflows and looking for real‑world examples of how other RIAs are using the Wealthbox / DocuSign integration via Zapier. Specifically, I’d love to hear: What are your most valuable automations that connect DocuSign events (sent / completed / declined) back into Wealthbox? How are you using Zapier to update workflows, create tasks, or log notes in Wealthbox when documents are sent or signed? How you’re mapping data back into custom fields in Wealthbox (e.g., “Last agreement signed date,” “Account opening docs status,” “ADV delivery date,” etc.). Are you updating these fields directly via Zapier, or using any workarounds? Any naming conventions, filters, or guardrails you’ve found critical (e.g., routing by envelope name, template, or subject line)? Examples where this setup has meaningfully improved compliance documentation, onboarding speed, or reduced NIGO paperwork would be greatly appreciated.

Happy Monday!! We're reevaluating our current VoIP provider (Vonage) and would love to hear what others are using. Looking for something reliable, good call quality, easy to manage. Would appreciate any feedback on what’s worked (or hasn’t) for your firm. Thank you!

Anyone have good SOP around searching Notes history in CRM? Currently it is cumbersome to extract nuggets from each meeting to have top of mind for next meeting.