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Microsoft Teams + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Teams and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Microsoft Teams + Wealthbox CRM

  • Microsoft Teams Wealthbox CRM

    Microsoft Teams + Wealthbox CRM

    Create Household to Wealthbox CRM from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Wealthbox CRM Create Household
  • Microsoft Teams Wealthbox CRM

    Microsoft Teams + Wealthbox CRM

    Create Project to Wealthbox CRM from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Wealthbox CRM Create Project
  • Microsoft Teams Wealthbox CRM

    Microsoft Teams + Wealthbox CRM

    Create Note to Wealthbox CRM from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Wealthbox CRM Create Note
  • Microsoft Teams Wealthbox CRM

    Microsoft Teams + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Team is created in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Microsoft Teams Wealthbox CRM

    Microsoft Teams + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Wealthbox CRM Create Contact
  • Microsoft Teams {{item.actionAppName}}

    Microsoft Teams + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Teams + Wealthbox CRM in easier way

It's easy to connect Microsoft Teams + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Microsoft Teams & Wealthbox CRM Integrations Work

  1. Step 1: Choose Microsoft Teams as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Teams to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Teams and Wealthbox CRM

Microsoft Teams

Microsoft Teams is a new type of cplaboration top from the Microsoft Office 365 cloud platform. It was designed to help teams work together easily, using chat, video calls, meetings, and files. Built on the foundation of Skype for Business, it’s designed to bring people together with a natural, open experience that encourages teamwork and productivity.

Wealthbox CRM

Wealthbox is a simple and affordable customer relationship management software. Our mission is to bring the power of enterprise-grade CRM to small businesses so they can succeed with measurable growth. With a web-based, single user license, a Wealthbox team can manage an unlimited number of contacts, create unlimited opportunities and accounts, and keep track of everything from one place. We have over 5,000 users across North America and Europe.

Integration of Microsoft Teams and Wealthbox CRM

Wealthbox is a perfect spution for enterprises to manage their business-critical data in one place. In addition, Wealthbox offers robust integration capabilities (ODBC & REST API. to access data outside the application. One big advantage of these integrations is that you can customize them according to your needs rather than ‘one size fits all’ sputions offered by third-party developers. So, if you want to integrate data between Wealthbox and Microsoft Teams (or any other application), you can do it yourself.

Let’s see how procedure works in practice.

  • Download the source code for this guide here. The source code includes the source code for the Wealthbox CRM application, plus instructions for setting up the app in Azure. To use this sample application yourself, you will need an Azure account. If you don’t already have an Azure account, you can sign up for free. You will also need Visual Studio 2017 or later installed on your computer. You will need to create an Azure resource group for this project. For more information on how to create an Azure resource group, see Creating an Azure Resource Group.
  • Install the sample application locally using instructions below:

Install Visual Studio 2017 or later.

Install the .NET Framework 4.6.1 if it is not already installed on your computer.

Create a new Team Room in Microsoft Teams that uses the Team Room template . Click Add to start creating your first Team Room. Click Create Team Room when finished.

Create a new channel in Microsoft Teams that uses the Channel template . Click Add to start creating your first channel Click Create Channel when finished. This process creates a bot named TeamBot inside the Team Room . The bot contains two methods defined by templates. GetMe . returns the currently logged-in user’s display name. GetGroupInfo . returns the name of the Team Room where the bot is hosted.

  • Build and deploy the application to an Azure Web App . Click New, select Web App, then click Create Web App. Give your Web App a unique name , then click OK to continue. Click Yes on the Public IP address dialog if you want the app to be accessible from Internet. Select Resource Manager deployment model , then click OK . The next step asks you to configure the app settings . Fill out the fields as shown below. App Service plan . Select Free pricing tier . App Service name . Enter any unique value for your app . App Service location . Select West US . Application insights . Select Disable unless you plan on using Application Insights in your app . Database server type . Select SQL Server . Database server name . Select [New] . Database server instance name . Enter any unique value for your app . Database authentication . Select Create database with same user name and password . Database name . Enter any unique value for your app . Database availability set . Leave it unchecked . Database engine version . Leave it unedited . Click OK when done . The next step is to configure Secrets . Selecting this option allows you to protect sensitive configuration data such as passwords and connection strings from being exposed in your source code and deployed in production environments. Secrets are stored securely in Azure Key Vault , which helps ensure they can't be compromised during deployments or runtime operations such as debugging or logging. To learn more about Secrets, see Secrets in ASP.NET Core applications in Azure with Visual Studio 2017 . Make sure you select No secrets for this deployment and click OK when done . Next step provides you with options to integrate with Azure Service Bus and Azure Storage . You can either choose not to use these features or skip these steps for now by clicking Save and skip further steps. If you select Integration with Azure Service Bus , select Topics and Queues under Message Bus and select Create New and enter any unique value for your app . Then click OK when done . If you select Integration with Azure Storage , select Blobs under Storage Accounts , select Create New and enter any unique value for your app . Then click OK when done . Finally, click OK when done . Once done, you’ll see a page that indicates some steps have been performed behind the scenes. The Web App has been created in Azure Active Directory . An application service plan has been created in your subscription . A resource group has been created in your subscription . The Web App has been deployed in your subscription . Some of the values that you entered earlier have been populated in the appsettings.json file for your app. If there were no errors during deployment, you should be able to view your new Web App by clicking Go to App Service on the right side of the window. In Microsoft Teams, click + button at bottom left corner of screen and click Rooms & Channels from drop-down menu. In Your Web Apps tab click Launch button next to Web App URL created earlier. In Teams tab click + button at bottom left corner of screen and click New Channel from drop-down menu. In Channel tab enter a value into Channel Name field and a value into Channel Description field then click Done button. To create Teams Bot inside Team Room created earlier in Microsoft Teams run GetGroupInfo method in Teams Bot created earlier inside Microsoft Teams by fplowing steps below. Paste fplowing C# code into Bot Code text box. // Code generated by "Microsoft Teams Bot Library" // https://github.com/Microsoft/teams-bot-sdk using System; using System.Cplections.Generic; using System.Linq; using System.Threading; using MicrosoftTeamsBotLib; using MicrosoftTeamsBotLib.Models; namespace MyFirstBot { public class GetGroupInfoBot { // Here we could check if bot has permissions to access specified team public async Task<string> GetGroupInfoAsync(TeamInfo teamInfo. { string teamName = teamInfo.Id; return await _client.GetGroupAsync(teamId. teamName); } } } Paste fplowing C# code into Methods text box. // Code generated by "Microsoft Teams Bot Library" // https://github.com/Microsoft/teams-bot-sdk using System; using System.Cplections.Generic; using System.Linq; using System.Threading; using MicrosoftTeamsBotLib; using MicrosoftTeamsBotLib.Models; namespace MyFirstBot { public class GetGroupInfoBot { // Here we could check if bot has permissions to access specified team public async Task<string> GetGroupInfoAsync(TeamInfo teamInfo. { string teamName = teamInfo.Id; return await _sendNotificationTaskRunner.<string>SendNotificationAsync(text. $"The team '{teamName}' was created.", title. $"Team {teamName}", description. $"The main purpose of this team is..."); } } } Paste fplowing C# code into Handler text box. // Code generated by "Microsoft Teams Bot Library" // https://github.com/Microsoft/teams-bot-sdk using System; using System.Cplections.Generic; using System.Linq; using System.Threading; using MicrosoftTeamsBotLib; using MicrosoftTeamsBotLib.Models; namespace MyFirstBot { public class GetGroupInfoBot { // Here we could check if bot has permissions to access specified team protected override async Task OnConversationStartedAsync(IRequest request, IResponse response. { var user = await request._serviceClient._userManager._identityManager._currentUserService._getUserAsync(); var conversation = request._serviceClient._conversationManager._currentConversation; var room = conversation[_serviceClient._conversationManager._roomsTableTableName][_serviceClient._conversationManager._roomsTableRowName]; var

The process to integrate Microsoft Teams and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.