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Wealthbox CRM + Amazon DynamoDB Integrations

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

About Wealthbox CRM

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

About Amazon DynamoDB

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
Amazon DynamoDB Alternatives

Connect the apps you use everyday and find your productivity super-powers.

Best Wealthbox CRM and Amazon DynamoDB Integrations

  • Wealthbox CRM Amazon DynamoDB

    Amazon DynamoDB + Amazon DynamoDB

    Get IP2Location information for IP addresses from new AWS DynamoDB items and store it in a separate table Read More...
    When this happens...
    Wealthbox CRM New Item
     
    Then do this...
    Amazon DynamoDB Create Item
    Amazon Web Services DynamoDB is a NoSQL database for applications to store and retrieve data, but it doesn't come with geolocation features built-in. That's where this automation comes in. Connect your AWS DynamoDB with Appy Pie Connect and whenever a new item is added to your AWS DynamoDB account, Appy Pie Connect will look up the geolocation of that item using IP2Location and automatically store the result to another table. You can use this automation for any IP on any AWS region.
    How This Integration Works
    • A new item is added to an AWS DynamoDB table
    • Appy Pie Connect sends an IP from it to IP2Location for geolocation query and then automatically add the results to another AWS DynamoDB table
    What You Need
    • AWS DynamoDB
    • IP2Location
  • Wealthbox CRM Amazon DynamoDB

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

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

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

    Triggers
  • 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.

  • New Item

    Trigger when new item created in table.

  • New Table

    Trigger when new table created.

    Actions
  • 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.

  • Create Item

    Creates new item in table.

How Wealthbox CRM & Amazon DynamoDB Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Amazon DynamoDB as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Amazon DynamoDB with Appy Pie Connect.

    (2 minutes)

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