Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.Device Magic Integrations
It's easy to connect Wealthbox CRM + Device Magic 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 your form receives a new submission.
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.
Dispatches a Form to a target Device. This is only available to trial and enterprise organizations.