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Integrate Wealthbox CRM with Box

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

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About Wealthbox CRM

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

About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Box Integrations

Best ways to Integrate Wealthbox CRM + Box

  • Wealthbox CRM Integration Box Integration

    Wealthbox CRM + Box

    Add Comment to File in Box when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Box Integration Add Comment to File
  • Wealthbox CRM Integration Box Integration

    Wealthbox CRM + Box

    Move Or Copy File in Box when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Box Integration Move Or Copy File
  • Wealthbox CRM Integration Box Integration

    Wealthbox CRM + Box

    Add Task to File in Box when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Box Integration Add Task to File
  • Wealthbox CRM Integration Box Integration

    Wealthbox CRM + Box

    Create Folder to Box from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Box Integration Create Folder
  • Wealthbox CRM Integration Box Integration

    Wealthbox CRM + Box

    Add User as Collaborator in Box when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Box Integration Add User as Collaborator
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Box 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 Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

    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.

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Box 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 Box 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 Box.

    (2 minutes)

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

Integration of Wealthbox CRM and Box

Wealthbox CRM

Wealthbox CRM is a software that helps businesses to manage their clients, sales and leads. It also provides analytics on the different business activities of the company. What makes it better is that it is cloud-based and it is available on mobile devices such as smartphones and tablets. This is important because more and more people are using mobile devices for work.

Box

Box is a cloud storage service that allows users to store, share and sync files all over the internet. It is available in the cloud and can be accessed from any computer with internet connection. Users can access their files even when they are offline.

Integration of Wealthbox CRM and Box

Wealthbox CRM can integrate with Box. This means that when Wealthbox CRM sends out emails to its subscribers, subscribers can open these emails in Box and access the files attached to these emails. If a user has an account in Box, he/she can also download these files and read them offline.

When you save a file in Box, you can choose which fpder to save it in. For example, for a Word document you can choose “Document” or “Work” fpder. When you attach a document in an email from Wealthbox CRM, this document will be saved in the appropriate fpder of your Box account.

As users can access their files in Box through cloud computing, users will no longer have to save their files on their computers. They can access these files from anywhere, anytime. This is very useful especially for those who have to travel often and do not have time to go back home to get documents they need. They can just log into their Box accounts through their mobile phones or tablets and get the files they need.

Benefits of Integration of Wealthbox CRM and Box

  • Fpders in Box will serve as fpders in Wealthbox CRM. You can organize your contacts into different fpders depending on how you want to arrange them. This will make it easier for you to look for a certain contact if you want to send him/her an email or a call. This is possible because both services use the same user interface. You will not have to learn how to use two different user interfaces – one for Wealthbox CRM and another for Box. With this integration, users will have an easier time working with both services.
  • Users can easily send files in Box by attaching it in an email from Wealthbox CRM. This integration saves users the trouble of copying and pasting the link of a file in a message or email. This feature will also make it easier for users when they want to send their customers or clients something that they think they need. They can easily send these files through emails without having to write long messages or emails explaining what the file contains.
  • Users can download files from Box with ease. Since both services are integrated, there is no need for users to copy and paste links of files in emails or messages. Instead, users will be able to download these files directly from the message or email that contains the link of these files. They will not even have to open these files first before downloading them; all they have to do is click on the attach button on the message or email and wait for the download process to complete. This will save users time and effort; instead of opening the attachment first before downloading it, all they have to do is open the message or email, click on the attachment and wait until they receive a notification saying that their file has been downloaded properly.

The process to integrate Wealthbox CRM and Box 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.