Picatic + Wealthbox CRM Integrations
Integrate Picatic 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 Picatic to Wealthbox CRM integration helps boost your business’ efficiency.
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Picatic is an event registration platform that helps create stunning event pages, manage registrations, marketing and sell tickets anywhere, including different social media platforms to attract larger audience to your event. It is designed to make your event management more efficient, saving you time and money.
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 Picatic + 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.
Compliance Certifications and Memberships
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