Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Amazon DynamoDB is a fully managed NoSQL database service offered by Amazon.com as a part of their Amazon Web Services portfolio. Many of the world’s renowned businesses and enterprises use DynamoDB to support their mission-critical workloads.Amazon DynamoDB Integrations
Connect the apps you use everyday and find your productivity super-powers.
Amazon DynamoDB + Amazon DynamoDBGet IP2Location information for IP addresses from new AWS DynamoDB items and store it in a separate table Read More...
It's easy to connect Wealthbox CRM + Amazon DynamoDB 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.
Trigger when new item created in table.
Trigger when new table created.
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.
Creates new item in table.