Intellinote + Wealthbox CRM Integrations
Integrate Intellinote with Wealthbox CRM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Intellinote to Wealthbox CRM integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
Intellinote is a cloud-based Workforce Operations Management tool built from the ground up to optimize everyday collaborative workflows. Designed for both individuals and teams, Intellinote helps businesses of all sizes capture, collaborate and complete work, quickly and easily.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM IntegrationsIt's easy to connect Intellinote + Wealthbox CRM without coding knowledge. Start creating your own business flow.
- Triggers
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New CommentTriggers when a new comment is created.
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New ContactTriggers when a new contact is created.
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New EventTriggers when a new event is created.
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New NoteTriggers when a new note is created.
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New OpportunityTriggers when a new opportunity is created.
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New ProjectTriggers when a new project is created.
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New WorkflowTriggers when a new workflow is created.
- Actions
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Add Member to HouseholdAdds a new family member to a household.
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Create ContactCreates a new contact.
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Create EventCreates a new event.
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Create HouseholdCreate a new household
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Create NoteCreates a new note.
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Create OpportunityCreates a new opportunity.
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Create ProjectCreates a new project.
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Create TaskCreates a new task.
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Start WorkflowStart a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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