Integrate Wealthbox CRM with 900+ apps
Create business workflows for Wealthbox CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Wealthbox CRM workflows
Add new subscribers on Moosend as contacts in Wealthbox CRM
How it works
Add new subscribers on Moosend as contacts in Wealthbox CRM
Moosend + Wealthbox CRM
Create notes in Wealthbox CRM for new fundraisers in Donately
How it works
Create notes in Wealthbox CRM for new fundraisers in Donately
Donately + Wealthbox CRM
Create Citrix ShareFile folders from new Wealthbox CRM leads
How it works
Create Citrix ShareFile folders from new Wealthbox CRM leads
Wealthbox CRM + Citrix ShareFile
Create time entries in ClickTime for new Wealthbox CRM tasks
How it works
Create time entries in ClickTime for new Wealthbox CRM tasks
Wealthbox CRM + ClickTime
Add new active contacts from Wealthbox CRM to Mailchimp
How it works
Add new active contacts from Wealthbox CRM to Mailchimp
Wealthbox CRM + Mailchimp
Create new Ontraport contacts for new Wealthbox CRM contacts
How it works
Create new Ontraport contacts for new Wealthbox CRM contacts
Wealthbox CRM + Ontraport
Create tasks in TMetric for new tasks in Wealthbox CRM
How it works
Create tasks in TMetric for new tasks in Wealthbox CRM
Wealthbox CRM + TMetric
Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
How it works
Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
Google Sheets + Wealthbox CRM
Build your own Wealthbox CRM integrations
Connect Wealthbox CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your Wealthbox CRM workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
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.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >