Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Amazon Simple Storage Service is simple web services interface that you can use to store and retrieve any amount of data, at any time, from anywhere on the web.Amazon S3 Integrations
Gmail + Amazon S3Upload Files in Amazon S3 from new emails on Gmail [REQUIRED : Business Gmail Account] Read More...
Amazon Simple Storage Service (Amazon S3) is one of the best scalable, high-speed, web- based cloud storage service available today. Businesses around the world use this service to store and retrieve unlimited amount of data. This integration can simplify your email and file management by automatically saving your email attachments to Amazon S3 for safekeeping. Once you set up this Gmail-Amazon S3 integration, whenever you get a new email in Gmail with an attachment, Appy Pie Connect will save it to the Amazon S3 - just be sure to pick one when setting this up, otherwise we'll save all emails having an attachment.
It's easy to connect Wealthbox CRM + Amazon S3 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 when you add or update a file in a specific bucket. (The bucket must contain less than 10,000 total files.)
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.
Create a new Bucket
Creates a brand new text file from plain text content you specify.
Copy an already-existing file or attachment from the trigger service.