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Wealthbox CRM + Device Magic Integrations

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

  • 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 Device Magic

Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.

Device Magic Integrations

Best ways to Integrate Wealthbox CRM + Device Magic

  • Wealthbox CRM Device Magic

    Wealthbox CRM + Device Magic

    Dispatch Form in DeviceMagic when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Device Magic Dispatch Form
  • Wealthbox CRM Device Magic

    Wealthbox CRM + Device Magic

    Dispatch Form in DeviceMagic when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Device Magic Dispatch Form
  • Wealthbox CRM Device Magic

    Wealthbox CRM + Device Magic

    Dispatch Form in DeviceMagic when New Project is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Project
     
    Then do this...
    Device Magic Dispatch Form
  • Wealthbox CRM Device Magic

    Wealthbox CRM + Device Magic

    Dispatch Form in DeviceMagic when New Note is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    Device Magic Dispatch Form
  • Wealthbox CRM Device Magic

    Wealthbox CRM + Device Magic

    Dispatch Form in DeviceMagic when New Opportunity is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Opportunity
     
    Then do this...
    Device Magic Dispatch Form
  • 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 + Device Magic in easier way

It's easy to connect Wealthbox CRM + Device Magic 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 Submission

    Triggers when your form receives a new submission.

    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.

  • Dispatch Form

    Dispatches a Form to a target Device. This is only available to trial and enterprise organizations.

How Wealthbox CRM & Device Magic 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 Device Magic 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 Device Magic.

    (2 minutes)

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

Integration of Wealthbox CRM and Device Magic

In this article, I will discuss the integration of the Wealthbox CRM and Device Magic. I am going to discuss what is Wealthbox CRM and what is Device Magic. I also will discuss the benefits of the integration of Wealthbox CRM and Device Magic.

Integration of Wealthbox CRM and Device Magic

Integration of Wealthbox CRM and Device Magic is a great way to connect different devices for your business. It helps you to manage all the devices. As you know, there are many devices in the market. Each device has its own operating system. Integration of Wealthbox CRM and Device Magic helps you to connect all these devices at one place. You can easily work on these devices. You can use the same username and password for all devices.

Integration of Wealthbox CRM and Device Magic also makes it easy for you to access all the devices from one place. You don’t need to sign in for each device. There is one login for all devices. There is no need for changing username and password frequently on different devices.

Another benefit of integration of Wealthbox CRM and Device Magic is that it provides access to all the data related to any device online. All the information related to any device is available at one place. You can easily access the information about your website or social media through this integration top without worrying about remembering different logins or remembering passwords for each device.

In conclusion, I would like to say that integration of Wealthbox CRM with Device Magic is great top for managing all the devices of your business. It saves your time by providing you with access to all devices through single login. You can use this top for managing different devices with different operating systems.

The process to integrate Wealthbox CRM and Device Magic 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.