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Wealthbox CRM + Taqnyat SMS Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

About Wealthbox CRM

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

About Taqnyat SMS

We are pool of experts with years of experience on telecommunication industry being able to understand the philosophy and culture of our Customers and we know how service quality and security means to their businesses, having all that in minds plus our trusted mobile operator relationships ..

Taqnyat SMS Integrations

Best ways to Integrate Wealthbox CRM + Taqnyat SMS

  • Wealthbox CRM Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Wealthbox CRM Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Wealthbox CRM Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Project is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Project
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Wealthbox CRM Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Note is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • Wealthbox CRM Taqnyat SMS

    Wealthbox CRM + Taqnyat SMS

    Send SMS Message in taqnyat sms when New Opportunity is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Opportunity
     
    Then do this...
    Taqnyat SMS Send SMS Message
  • 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 + Taqnyat SMS in easier way

It's easy to connect Wealthbox CRM + Taqnyat SMS 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.

    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.

  • Send SMS Message

    Send SMS Message

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

How Wealthbox CRM & Taqnyat SMS 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 Taqnyat SMS 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 Taqnyat SMS.

    (2 minutes)

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