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Wealthbox CRM + AWS IOT Integrations

Syncing Wealthbox CRM with AWS IOT is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Wealthbox CRM

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

About AWS IOT

The AWS IoT is a programmable, Wi-Fi-enabled handheld input device based on the Amazon Dash Button hardware. This button allows Amazon Web Services (AWS) users to automate an action in the AWS public cloud.

AWS IOT Integrations

Best Wealthbox CRM and AWS IOT Integrations

  • Wealthbox CRM SMS By Connect

    AWS IOT + SMS By Connect

    Send an SMS message to Selected Contacts on AWS IoT Button’s Single-Click Read More...
    When this happens...
    Wealthbox CRM Single Click
     
    Then do this...
    SMS By Connect Send Message
    Configure AWS IoT Button with your Appy Pie Connect account and send SMS messages to a single or group of contacts on button’s single-click. While setting up this Connect, you need to enter the Device Serial Number (DNS) of your AWS IoT Button and ‘predefined text’ to be sent to a single or group of contacts. Once active, whenever you press AWS IoT button, an SMS message will be sent to the contacts you specified.
    How It Works
    • Whenever you press AWS IoT button
    • Appy Pie Connect sends an SMS to the contacts specified by you
    What You Need
    • An Appy Pie Connect Account
    • AWS IoT Button
  • Wealthbox CRM SMS By Connect

    AWS IOT + SMS By Connect

    Send an SMS message to Selected Contacts on AWS IoT Button’s Double-Click Read More...
    When this happens...
    Wealthbox CRM Double Click
     
    Then do this...
    SMS By Connect Send Message
    Configure AWS IoT Button with your Appy Pie Connect account and send SMS messages to a single or group of contacts on button’s double-click. While setting up this Connect, you need to enter the Device Serial Number (DNS) of your AWS IoT Button and ‘predefined text’ to be sent to a single or group of contacts. Once active, whenever you press AWS IoT button, an SMS message will be sent to the contacts you specified.
    How It Works
    • Whenever you press AWS IoT button
    • Appy Pie Connect sends an SMS to the contacts specified by you
    What You Need
    • An Appy Pie Connect Account
    • AWS IoT Button
  • Wealthbox CRM Microsoft Teams

    AWS IOT + Microsoft Teams

    Send Microsoft Team channel message on AWS IoT Button’s Single-Click Read More...
    When this happens...
    Wealthbox CRM Single Click
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Configure AWS IoT Button with your Appy Pie Connect account and Send Microsoft Team channel message on button’s single-click. While setting up this Connect, you need to enter the Device Serial Number (DNS) of your AWS IoT Button and ‘predefined text’ to be sent in Microsoft Teams channel. Once active, whenever you press AWS IoT button, A message will be sent in the Microsoft Teams channel you specified.
    How It Works
    • Whenever you press AWS IoT button
    • Appy Pie Connect sends a message in Microsoft Team channel which specified by you
    What You Need
    • Microsoft Teams Account
    • AWS IoT Button
  • Wealthbox CRM Microsoft Teams

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

It's easy to connect Wealthbox CRM + AWS IOT 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.

  • Double Click

    Triggers when you double click on IOT Button.

  • Long Press

    Triggers when long press on IOT Button.

  • Single Click

    Triggers when you click on IOT Button.

    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.

How Wealthbox CRM & AWS IOT 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 AWS IOT as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate AWS IOT with Appy Pie Connect.

    (2 minutes)

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