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Wealthbox CRM + Appy Pie Design Integrations

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

About Wealthbox CRM

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

About Appy Pie Design

Create your own graphic design online with free design templates. Explore over 20K+ ready to use templates for designing Infographic, Flyer, Logo, Brochure, Posters, Banners, Cards, Covers, Business Cards, Resumes, Presentations and other many projects.

Appy Pie Design Integrations

Best Wealthbox CRM and Appy Pie Design Integrations

  • Wealthbox CRM OneDrive

    designtool + OneDrive

    Save your Appy Pie Design new photos in OneDrive Read More...
    When this happens...
    Wealthbox CRM UPLOAD PROJECT
     
    Then do this...
    OneDrive Upload File
    If you wish to keep a record of every photo that you save on Appy Pie Design, we will do it for you. After connecting Appy Pie Design and OneDrive to each other, if you save a photo  on Appy Pie Design, Appy Pie Connect will automatically save it to OneDrive as a new file. This integration will help you keep a permanent record of the posts that matter to you the most.
    How It Works
    • When new photo save in Appy Pie Design
    • Appy Pie Connect automatically save in OneDrive
    What You Need
    • An Appy Pie Design account
    • A OneDrive account
  • Wealthbox CRM OneDrive

    {{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 + Appy Pie Design in easier way

It's easy to connect Wealthbox CRM + Appy Pie Design 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.

  • UPLOAD PROJECT

    Upload your project on other Platforms using Integration.

  • UPLOAD PROJECT ON SAVE

    Trigger when new project photo saved.

    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.

How Wealthbox CRM & Appy Pie Design 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 Appy Pie Design as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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