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Wealthbox CRM + Canny Integrations

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

About Wealthbox CRM

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

About Canny

Canny is a user feedback tool that lets you keep track of all of your user feedback in one organized place.

Canny Integrations

Best Wealthbox CRM and Canny Integrations

  • Wealthbox CRM Google Sheets

    Canny + Google Sheets

    Add new Canny votes as spreadsheet rows in Google Sheets Read More...
    When this happens...
    Wealthbox CRM New Vote
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Data doesn’t come to life until its put to use. Our Canny-Google Sheets automatically add all your Canny votes to Google Sheets, so you can get insights faster. Organize your leads, surveys, customer feedback, or anything else you want. All you have to do is set up this connect and things will happen automatically.
    How This Canny-Google Sheets Integration Works
    • A user votes on a post in Canny
    • Appy Pie Connect creates a spreadsheet row in Google Sheets
    Apps Involved
    • Calendly account
    • Google Sheets
  • Wealthbox CRM GitHub

    Canny + GitHub

    Create GitHub issues for new Canny posts Read More...
    When this happens...
    Wealthbox CRM New Post
     
    Then do this...
    GitHub Create Issue
    Never lose an issue again. This integration automatically creates a GitHub issue for every new Canny post, saving you the hassle of having yet another backlog. Set up this Canny-GitHub integration and Appy Pie Connect will automatically create an issue in GitHub whenever a new post is created in Canny. This is an excellent method for escalating and resolving more serious conflicts.
    How This Integration Works
    • A user creates a post in Canny
    • Appy Pie Connect automatically creates a GitHub issue
    What You Need
    • Canny account
    • GitHub account
  • Wealthbox CRM Airtable

    Canny + Airtable

    Create a new record in Airtable for new Canny comment Read More...
    When this happens...
    Wealthbox CRM New Comment
     
    Then do this...
    Airtable Create Record
    Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.
    How This Canny-Airable Integration Works
    • A user comments on a post in Canny
    • Appy Pie Connect creates a record in Airtable
    What You Need
    • Canny account
    • Airtable account
  • Wealthbox CRM Airtable

    {{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 + Canny in easier way

It's easy to connect Wealthbox CRM + Canny 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 Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

    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.

  • Change Post Status

    Changes a post's status.

How Wealthbox CRM & Canny 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 Canny as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Canny with Appy Pie Connect.

    (2 minutes)

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