Integrating Slack with Wealthbox CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Slack and Wealthbox CRM
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Integrations for Wealthbox CRMIt's easy to connect Slack + Wealthbox CRM without coding knowledge. Start creating your own business flow.
- Triggers
-
New ChannelTriggers upon creation of a new #channel.
-
New Mention
Triggers when there is a mention of a username or highlight word in a public #channel.
-
New Message Posted to Channel
Triggers whenever a new message is posted on the specified #channel of your choice.
-
New Message Posted to Private Channel
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
-
New Starred Message
Triggers when you star a message.
-
New User
Triggers whenever a new user joins Slack or a new account is created on Slack.
-
New Thread Message
Triggers whenever a new message is posted on the specified #channel of your choice.
-
New CommentTriggers 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 Reminder
A reminder is added for yourself or a teammate, like /remind slash command.
-
Create Channel
Creates a new channel.
-
Send Channel Message
A new message is posted to your chosen #channel.
-
Send Direct Message
Send a direct message to a user or yourself through the Slackbot.
-
Send Private Channel Message
A new message is posted to your chosen private channel.
-
Set Channel Topic
Sets the topic on a specific channel.
-
Set Status
Updates your Slack status to the specified text & emoji.
-
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.
How Slack & Wealthbox CRM Integrations Work
-
Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Slack to Wealthbox CRM.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.