Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Acuity Scheduling is a cloud-based appointment scheduling tool that enables business owners to manage their appointments online.Acuity Scheduling Integrations
Acuity Scheduling + Google SheetsCreate a new row in the Google Sheets spreadsheet from new Acuity Scheduling appointments Read More...
Acuity Scheduling + SlackGet a Slack notification for every new Acuity Scheduling appointment Read More...
Acuity Scheduling + Google CalendarAdd new Acuity Scheduling appointments to Google Calendar as detailed events Read More...
It's easy to connect Wealthbox CRM + Acuity Scheduling without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers a specified time before an appointment starts.
Triggers when a new appointment is scheduled.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Block off a new range of time on your schedule.
Adds a new coupon code.