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ServiceNow + Wealthbox CRM Integrations

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

About ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

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 ServiceNow and Wealthbox CRM Integrations

  • ServiceNow ServiceNow

    Gmail + ServiceNow

    Create records in ServiceNow on new labeled emails in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    ServiceNow New Labeled Email
     
    Then do this...
    ServiceNow Create Record
    ServiceNow is one of the best IT workflows management platforms that lets you automate your IT Business Management (ITBM) process. Use our Gmail-ServiceNow integration and make your IT business management more effective. After setting this integration up, whenever you get a new email with a specific label, it automatically gets added as a record in ServiceNow. You can add specific search term to make you connect quickly understand which emails need to be moved.
    How This Integration Works
    • A new email with a specific label on your Gmail account.
    • Appy Pie Connect automatically creates a record in your ServiceNow account
    What You Need
    • A Gmail account
    • A ServiceNow account
  • ServiceNow ServiceNow

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

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • 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
  • Create Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

  • 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 ServiceNow & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate ServiceNow 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.