Connect Wealthbox CRM with your apps and move data seamlessly
Automate redundant manual tasks and save your precious time and effort
Orchestrate your business process by integrating the apps you use efficiently
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Wealthbox CRM supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new contact is created
Triggers when a new opportunity is created
Triggers when a new workflow is created
Triggers when a new task is created
Triggers when a new comment is created
Triggers when a new note is created
Triggers when a new event is created
Triggers when a new project is created
Triggers when a task is completed
All Actions - Action are the automated tasks
Creates a new project
Creates a new task
Creates a new event
Creates a new opportunity
Creates a new contact
Creates a new note
Fetches a contact by email
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.”