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Wealthbox CRM + Azure DevOps Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Azure DevOps

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About Azure DevOps

Azure DevOps is a Software as a service (SaaS) platform from Microsoft that brings development (Dev) and operations (Ops) teams together for deploying efficient applications while minimizing the development life cycle. It comes with a range of features that removes the technical and bureaucratic hurdles that cause delays in the deployment of software.

Azure DevOps Integrations

Best ways to Integrate Wealthbox CRM + Azure DevOps

  • Wealthbox CRM Azure DevOps

    Wealthbox CRM + Azure DevOps

    Add Link to Work Item in Azure DevOps when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Azure DevOps Add Link to Work Item
  • Wealthbox CRM Azure DevOps

    Wealthbox CRM + Azure DevOps

    Trigger Build in Azure DevOps when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Azure DevOps Trigger Build
  • Wealthbox CRM Azure DevOps

    Wealthbox CRM + Azure DevOps

    Create Work Item to Azure DevOps from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Azure DevOps Create Work Item
  • Wealthbox CRM Azure DevOps

    Wealthbox CRM + Azure DevOps

    Add Link to Work Item in Azure DevOps when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Azure DevOps Add Link to Work Item
  • Wealthbox CRM Azure DevOps

    Wealthbox CRM + Azure DevOps

    Trigger Build in Azure DevOps when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Azure DevOps Trigger Build
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Wealthbox CRM + Azure DevOps in easier way

It's easy to connect Wealthbox CRM + Azure DevOps 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.

    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.

  • Add Link to Work Item

    Add a link to a work item.

  • Create Work Item

    Create a new work item.

  • Trigger Build

    Queues a new build.

How Wealthbox CRM & Azure DevOps Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Azure DevOps as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Wealthbox CRM to Azure DevOps.

    (2 minutes)

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