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Wealthbox CRM + Appy Pie App Maker Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Appy Pie App Maker

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About Appy Pie App Maker

Appy Pie's No-code App Builder lets you build your own Android, iPhone, or PWA App and put it on the app stores without any coding or programming skills.

Appy Pie App Maker Integrations

Best ways to Integrate Wealthbox CRM + Appy Pie App Maker

  • Wealthbox CRM Appy Pie App Maker

    Wealthbox CRM + Appy Pie App Maker

    Create App User to Appy Pie from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Appy Pie App Maker Create App User
  • Wealthbox CRM Appy Pie App Maker

    Wealthbox CRM + Appy Pie App Maker

    Create Directory Listing to Appy Pie from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Appy Pie App Maker Create Directory Listing
  • Wealthbox CRM Appy Pie App Maker

    Wealthbox CRM + Appy Pie App Maker

    Create Product to Appy Pie from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Appy Pie App Maker Create Product
  • Wealthbox CRM Appy Pie App Maker

    Wealthbox CRM + Appy Pie App Maker

    Upload Photo in Appy Pie when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Appy Pie App Maker Upload Photo
  • Wealthbox CRM Appy Pie App Maker

    Wealthbox CRM + Appy Pie App Maker

    Update Order in Appy Pie when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Appy Pie App Maker Update Order
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Appy Pie App Maker 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.

  • New App Installed

    Trigger when selected app installed on any device.

  • New App User

    Trigger when new new app user registered.

  • New Appointment

    Trigger when you got New Appointment.

  • New Booking

    Triggered when new booking added.

  • New Directory Listing

    Triggers when new directory listing added.

  • New Enquiry

    Trigger when you got New Enquiry.

  • New Event

    Trigger when new event created.

  • New Order

    Trigger when new order arrived.

  • New Product

    Trigger when new product created.

  • New Push Notification

    Trigger when you create new push notification.

    Actions
  • 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.

  • Create App User

    Create new App User.

  • Create Directory Listing

    Create a Directory listing.

  • Create Product

    Create new Product.

  • Send Push Notification

    Send Push Notification

  • Update Order

    Updates an hyperstore order.

  • Upload Photo

    Upload new Photo.

How Wealthbox CRM & Appy Pie App Maker Integrations Work

  1. Step 1: Choose Wealthbox CRM 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 Appy Pie App Maker 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 Wealthbox CRM to Appy Pie App Maker.

    (2 minutes)

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

Integration of Wealthbox CRM and Appy Pie App Maker

Wealthbox CRM

Wealthbox CRM is an online platform that manages the database of clients, contacts, leads, companies and helps to manage their tasks. Additionally, it provides a lot of features like email marketing, project management, business intelligence, calendaring, scheduling, billing and invoicing, etc.

Appy Pie App Maker

Appy Pie App Maker is an online platform that allows for creating apps for iOS and Android devices quickly. It provides the landing pages, back-end functionality, automated installation process, support for various themes and much more.

Integration of Wealthbox CRM and Appy Pie App Maker

The integration of these two platforms will provide the users with the fplowing benefits:

  • The users will be able to create an app by using the Wealthbox CRM data without any problems. This way, the users will be able to have all their contacts in one place.
  • They can easily create an app in just a few minutes.
  • They can use the same data to create landing pages for their app. Thus, they won’t need to enter the data again when creating landing pages.
  • The users can integrate their app with any other online service, including Google Analytics, MailChimp, Facebook, Twitter or many others. This way, they will be able to track their app success easily.
  • The users will be able to use the app for free. The only thing they need to do is pay for the hosting services.
  • They can sell the apps on the App Store or Google Play. Thus, they can earn money from their apps. They receive 70% of the income from selling paid apps on the App Store or Google Play.
  • They can track how many people are using their apps and what are they doing with them. This way, they will be able to improve their apps over time if needed.
  • They can adjust their prices of apps as per demand. This way they will be able to maximize their profits.
  • They can easily update their app without any problems. Thus they can fix bugs or add new features with ease. Moreover, the users will be able to make changes in the app with ease at any time without paying additional fees for updating it.
  • The users will be able to use this service for free within the first 30 days after signing up for it. After that, they can use it for $29/month if they wish to continue with it. They also have an option of buying a domain name for $19/year if needed.
  • The users will be able to use this service on any device that has Internet connection available via mobile phone or tablet without any problems. Thus they won’t need to worry about compatibility issues with different devices.
  • The users will be able to access their account anywhere via mobile phone or tablet anytime they want to do so without any problems. This way they won’t need to worry about not being able to manage their data when traveling or on business trips abroad if needed.
  • The users will be able to use this service on Windows, Mac OS X operating systems without any problems. Thus they won’t need to worry about compatibility issues with different operating systems either.

The process to integrate Wealthbox CRM and Appy Pie App Maker 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.