Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.Braintree Integrations
Braintree + SlackSend a message in Slack for a new transaction on Braintree Read More...
Braintree + QuickBooks OnlineCreate sales receipts in QuickBooks Online for new Braintree transactions Read More...
It's easy to connect Wealthbox CRM + Braintree 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.
Triggers when you add a new customer.
Triggers when you add a new transaction.
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.
Create a new customer.