Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.PDF4me Integrations
Wealthbox CRM + PDF4meRotate in PDF4me when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + PDF4meConvertToPdf in PDF4me when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + PDF4meProtect in PDF4me when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + PDF4meStamp in PDF4me when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + PDF4mePdfA in PDF4me when New Contact is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + PDF4me 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.
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.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Integration of Wealthbox CRM and PDF4me can provide a highly professional customer service for your customers. The integration allows the user to create PDFs from any data in the CRM application, which is very useful for sales people and sales process. Integration of the two applications allows sales people to create quotes and invoices from their phone or tablet, then email them to clients. You can also use Wealthbox CRM to send your clients an SMS message when they return their documents and let them know you have received it and the next steps in the process.
Wealthbox CRM is a customer relationship management application that is used by businesses to manage their customers, prospects and partners. It comes with a number of features such as call recording, appointment scheduling, email marketing, live chat, task management and many more. The application includes an integrated document repository that is used to store documents such as contracts, quotes, receipts and many more. This feature allows users to attach those documents to any record in the application. When a user needs to create a new PDF file from their phone, tablet or computer, they can do so by creating a new record in one of these document fpders. A template of the desired PDF will be created with the appropriate information from the database. After creating the PDF file it can be sent via email or stored locally on the device. Below are some of the features that are available when integrating Wealthbox CRM with PDF4me.
PDF4me is a cloud based spution that creates PDF files from just about any type of data. For example, if your business uses Wealthbox CRM to manage their customer database, you can use PDF4me to create a PDF file of customer records. You could do this by creating a record in one of your document fpders in Wealthbox CRM, selecting the “PDF” option in PDF4me and filling out your information which will populate the PDF file. By doing this you are able to upload the PDF file directly into Wealthbox CRM. You can also use PDF4me to create an invoice or quote using the same method. Below are some of the features that are available when integrating Wealthbox CRM with PDF4me.
There are many benefits to integrating Wealthbox CRM and PDF4me including:
Creating professional looking documents quickly and easily
Creating documents with small businesses or individuals who may not have access to enterprise level software
Creating documents on devices such as smartphones or tablets that don’t have full desktop functionality
Creating forms that can be filled out online without having to download separate software
Saving time by not having to insert fields into documents where they are not needed or required
Having all form fields pre-filled for users when they return documents by SMS message
The process to integrate Wealthbox CRM and PDF4me 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.