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Wealthbox CRM + Arthur Online Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Arthur Online

About Wealthbox CRM

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

About Arthur Online

Arthur Online is a property management solution like no other. It brings together in one place property managers, tenants, contractors, agents and owners.

Arthur Online Integrations

Best Wealthbox CRM and Arthur Online Integrations

  • Wealthbox CRM Trello

    Arthur Online + Trello

    Add cards in Trello for Arthur Online tasks Read More...
    When this happens...
    Wealthbox CRM New Task
     
    Then do this...
    Trello Create Card
    Automatically add cards to Trello from the Arthur Online tasks with this Appy Pie integration. Once you set it up, we'll send new tasks created in Arthur Online directly to Trello as cards. This is useful in a group when you need to see everyone's tasks listed in one place.
    How This Integration Works
    • A task is created in Arthur Online
    • Appy Pie Connect automatically creates a card on Trello board
    What You Need
    • Arthur Online app
    • Trello app
  • Wealthbox CRM Dropbox

    Arthur Online + Dropbox

    Add documents to a Dropbox folder when they’re uploaded with Arthur Online Read More...
    When this happens...
    Wealthbox CRM New Document
     
    Then do this...
    Dropbox Upload File
    Arthur creates and handles tasks for you, but you may wish to add them to your to-do list. With this Appy Pie Connect integration, you can add any document from your Arthur Online account to any other folder of your Dropbox account. The best thing about this connect flow is that it’s super easy to set up, so you can start using it right away.
    How This Arthur Online-Dropbox Works
    • A file is uploaded on Arthur Online
    • Appy Pie Connect automatically adds that document to Dropbox
    What You Need
    • Arthur Online app
    • Dropbox app
  • Wealthbox CRM Dropbox

    {{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 + Arthur Online in easier way

It's easy to connect Wealthbox CRM + Arthur Online 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 Document

    Triggers on the creation of a new document.

  • New Task

    Triggers when a new task is added.

  • New Tenancy

    Triggers when a new tenancy is added.

  • New Viewing

    Triggers when a new viewing is added.

  • Unit Becomes Available to Let

    Triggers when a unit becomes available to let.

  • Updated Task

    Triggers when a task is updated.

  • Updated Tenancy

    Triggers when a tenancy is updated.

  • Updated Viewing

    Triggers when a viewing is updated.

    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.