?>

Wealthbox CRM + Amazon S3 Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Amazon S3

About Wealthbox CRM

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

About Amazon S3

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
Amazon S3 Alternatives

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

  • Google Drive Google Drive
  • Dropbox Dropbox

Best Wealthbox CRM and Amazon S3 Integrations

  • Wealthbox CRM Amazon S3

    Gmail + Amazon S3

    Upload Files in Amazon S3 from new emails on Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Email
     
    Then do this...
    Amazon S3 Upload File

    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.

    How It Works
    • A new email with attachment is received on Gmail
    • Appy Pie Connect automatically saves it to Amazon S3.
    What You Need
    • A Gmail account
    • A Amazon S3 account
  • Wealthbox CRM Amazon S3

    {{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 S3 in easier way

It's easy to connect Wealthbox CRM + Amazon S3 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 or Updated File

    Triggers when you add or update a file in a specific bucket. (The bucket must contain less than 10,000 total files.)

    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 Bucket

    Create a new Bucket

  • Create Text Object

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Copy an already-existing file or attachment from the trigger service.

How Wealthbox CRM & Amazon S3 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 S3 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Amazon S3 with Appy Pie Connect.

    (2 minutes)

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