Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
ClickSend is a cloud-based app for your business that lets you send bulk SMS, email, fax, & letters worldwide.ClickSend SMS Integrations
ClickSend SMS + EvernoteAdd new rows in Google Sheets for new ClickSend SMS Messages Read More...
ClickSend SMS + Google SheetsCreate Evernote notes for every new incoming ClickSend text message Read More...
It's easy to connect Wealthbox CRM + ClickSend SMS 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 a new incoming sms is received.
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.
Creates a new contact in a list.
Creates a new contact list.
Delete specific contact from list based on the contact ID.
Delete a specific contact list.
Sends a new fax.
Send a new MMS.
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Sends a postcard via the post. The PDF is printed and delivered to any address globally.
Sends a new SMS.
Sends a new SMS to a list of contacts.
Send a Voice Text-to-speech message to a mobile phone or landline.