Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Eventbrite is an event management site that allows users to create, browse, and promote their events. it lets you organize any kind of event, from the birthday party, family reunion, spiritual retreat, community art festival, or just any event that involves people getting together.Eventbrite Integrations
Eventbrite + Google SheetsAdd new Eventbrite guests to a spreadsheet in Google Sheets Read More...
It's easy to connect Wealthbox CRM + Eventbrite 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 an attendee checks into an event.
Triggers when an attendee orders a ticket for an event.
Triggers when a new event is created within an organization.
Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transactional information.
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 an event within an organization.