Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.Coda Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Wealthbox CRM + EvernoteCreate Evernote reminders for new Wealthbox CRM tasks Read More...
It's easy to connect Wealthbox CRM + Coda 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 row added to selected table.
Trigger when new row is updated in a selected table.
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 row in selected table.
Update a existing row in a table.
Creates a new row or update an existing row in selected table.