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Wealthbox CRM + Downtime Alert Integrations

Syncing Wealthbox CRM with Downtime Alert is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Wealthbox CRM

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

About Downtime Alert

'Down Time Alert' is our own website monitoring service that watches your website 24/7/365 and notifies you whenever your website goes down.

Downtime Alert Integrations
Downtime Alert Alternatives

Connect the apps you use everyday and find your productivity super-powers.

Best Wealthbox CRM and Downtime Alert Integrations

  • Wealthbox CRM Twilio

    Downtime Alert + Twilio

    Receive Twilio SMS Alert When Your Website is Down Read More...
    When this happens...
    Wealthbox CRM Website Down
     
    Then do this...
    Twilio Send SMS
    Always keep your website up and running by connecting it with Appy Pie Connect. Once established, this Connect will never let your website go down. While setting up this Connect, you’ll need to add a phone number on which you want to receive SMS alert. Once successfully set up, Appy Pie Connect sends an SMS alert to specified contact when your website is down.This way, you can keep close eye on your business’ website ensuring your business keep growing.
    How This Automation Works
    • When your website goes down
    • Appy Pie Connect sends an SMS alert to specified contact via Twilio
    What is Needed for this Integration
    • An Appy Pie Connect Account
    • A Twilio Account
  • Wealthbox CRM Twilio

    {{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 + Downtime Alert in easier way

It's easy to connect Wealthbox CRM + Downtime Alert 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.

  • Website Down

    Trigger whenever your website is down.

    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 & Downtime Alert 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 Downtime Alert as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Downtime Alert with Appy Pie Connect.

    (2 minutes)

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