Taqnyat SMS + Wealthbox CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Taqnyat SMS and Wealthbox CRM
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
We are pool of experts with years of experience on telecommunication industry being able to understand the philosophy and culture of our Customers and we know how service quality and security means to their businesses, having all that in minds plus our trusted mobile operator relationships ..
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM IntegrationsBest ways to Integrate Taqnyat SMS + Wealthbox CRM
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Wealthbox CRM + Taqnyat SMS
Send SMS Message in taqnyat sms when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Send SMS Message
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Wealthbox CRM + Taqnyat SMS
Send SMS Message in taqnyat sms when New Event is created in Wealthbox CRM Read More...When this happens...
New Event
Then do this...
Send SMS Message
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Wealthbox CRM + Taqnyat SMS
Send SMS Message in taqnyat sms when New Project is created in Wealthbox CRM Read More...When this happens...
New Project
Then do this...
Send SMS Message
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Wealthbox CRM + Taqnyat SMS
Send SMS Message in taqnyat sms when New Note is created in Wealthbox CRM Read More...When this happens...
New Note
Then do this...
Send SMS Message
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Wealthbox CRM + Taqnyat SMS
Send SMS Message in taqnyat sms when New Opportunity is created in Wealthbox CRM Read More...When this happens...
New Opportunity
Then do this...
Send SMS Message
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Taqnyat SMS + Wealthbox CRM without coding knowledge. Start creating your own business flow.
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New Comment
Triggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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Send SMS Message
Send SMS Message
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How Taqnyat SMS & Wealthbox CRM Integrations Work
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Step 1: Choose Taqnyat SMS as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Taqnyat SMS to Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
