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Deskpro + Wealthbox CRM Integrations

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

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best Deskpro and Wealthbox CRM Integrations

  • Deskpro Google Sheets

    Deskpro + Google Sheets

    Create rows on Google Sheets for new Deskpro tickets Read More...
    When this happens...
    Deskpro New Ticket
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Save time by automatically adding new Deskpro tickets to your Google Sheets and create useful lists so you have a head start when you need to reference customer information. Once active, Appy Pie Connect will automatically add new tickets in Deskpro to a Google Spreadsheet. Set it up in just a few minutes.
    How This Deskpro – Google Sheets Integration Works
    • A new ticket is created in Deskpro
    • Appy Pie Connect adds that ticket to Google Sheets
    What You Need
    • Deskpro account
    • Google Sheets account
  • Deskpro Slack

    Deskpro + Slack

    Send Slack Channel messages for new Deskpro tickets Read More...
    When this happens...
    Deskpro New Ticket
     
    Then do this...
    Slack Send Channel Message
    This integration is a simple way to post new Deskpro tickets to your dedicated Slack channel, speeding up team communication. Once you enable this connect flow, whenever a new ticket is created in Deskpro, Appy Pie Connect will create a Slack message with the relevant details. Empower your team to address issues faster!
    How This Deskpro – Slack Integration Works
    • A new ticket is created in Deskpro
    • Appy Pie Connect sends a message in channel on Slack
    What You Need
    • Deskpro account
    • Slack account
  • Deskpro Trello

    Deskpro + Trello

    Create Trello cards for new Deskpro tickets Read More...
    When this happens...
    Deskpro New Ticket
     
    Then do this...
    Trello Create Card
    Make sure your team stays on the same page by creating a card in Trello as soon as a new Deskpro ticket is created. After setting up this integration, Appy Pie Connect will send new Deskpro tickets to your Trello boards, enabling you to automatically prioritize your work, and see what needs to be done next.
    How This Deskpro – Trello Integration Works
    • A new ticket is created in Deskpro
    • Appy Pie Connect create new ticket on Trello
    What You Need
    • Deskpro account
    • Trello account
  • Deskpro Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Deskpro {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Deskpro + Wealthbox CRM in easier way

It's easy to connect Deskpro + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

  • 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 Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

  • 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 Deskpro & Wealthbox CRM Integrations Work

  1. Step 1: Choose Deskpro as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Deskpro with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

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