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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
About Taqnyat SMS

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 Integrations

Best ways to Integrate Taqnyat SMS + Wealthbox CRM

  • Taqnyat SMS Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Taqnyat SMS New Contact
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Taqnyat SMS Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Taqnyat SMS New Event
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Taqnyat SMS Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Project is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Taqnyat SMS New Project
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Taqnyat SMS Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Note is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Taqnyat SMS New Note
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Taqnyat SMS Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Opportunity is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Taqnyat SMS New Opportunity
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Taqnyat SMS {{item.actionAppName}}

    Taqnyat SMS + {{item.actionAppName}}

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

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

    Triggers
  • 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
  • Send SMS Message

    Send SMS 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 Taqnyat SMS & Wealthbox CRM Integrations Work

  1. Step 1: Choose Taqnyat SMS 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 Taqnyat SMS to Wealthbox CRM.

    (2 minutes)

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