Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.Box Integrations
Wealthbox CRM + BoxAdd Comment to File in Box when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BoxMove Or Copy File in Box when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BoxAdd Task to File in Box when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BoxAdd User as Collaborator in Box when New Contact is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Box without coding knowledge. Start creating your own business flow.
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.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new folder.
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.
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Upload a file to specific folder.
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 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.
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.
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.