Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Box lets you keep all your businesses files in one place for simple online collaboration.Box Integrations
Box + SlackGet Slack notifications when a file in a Box folder is created Read More...
It's easy to connect Wealthbox CRM + Box 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.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new folder.
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.
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Upload a file to specific folder.