Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Cloud Firestore is a cloud-hosted, NoSQL database that your iOS, Android, and web apps can access directly via native SDKs. Cloud FirestoreCloud Firestore Integrations
Cloud Firestore + MySQLAdd new rows in MYSQL database when Firebase records are updated Read More...
Cloud Firestore + WordPressSend notifications to a Slack channel when new Firestore documents are added to a collection Read More...
It's easy to connect Wealthbox CRM + Cloud Firestore 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.
New Document Within a Firestore Collection
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 document within a Cloud Firestore collection.