Integrating WordPress with Wealthbox CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between WordPress and Wealthbox CRM
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.
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 WordPress + Wealthbox CRM without coding knowledge. Start creating your own business flow.
- Triggers
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New CommentTriggered when you add a new comment.
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New Form Submission
Triggers when form submission is submitted.
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New Form Submission (WP-Form)
Triggers when form submission is submitted.
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New Post
Triggered when you add a new post.
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New User
Triggered when a new user is added.
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Updated Product
Triggered when update a product
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New CommentTriggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
- Actions
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Create Post
Create a new post, including the status allowing the creation of drafts.
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Create User
Create user including the status allowing the creation of drafts
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Delete User
Deletes an existing user.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How WordPress & Wealthbox CRM Integrations Work
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Step 1: Choose WordPress as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from WordPress to Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.