Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Find a contact
To integrate the Wealthbox CRM at Appypie Connect, search and select the app from the app directory or search for a trigger app available at Connect. Choose the service required and click Continue to go further ahead with integration steps at Appypie Connect.
Click the Connect an account button and enter the API access token in the pop-up form available for the account of Wealthbox CRM you want to integrate with.
Click ‘Yes,Continue’ after filling the form with the correct API token. Appypie Connect will ask to reconfirm the account. Click Continue to complete the integration at Appypie Connect.
As of now, there’s no common issue showcasing for the particular application.
Kindly contact our support team online to get more information.