Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.Evernote Integrations
Evernote + Evernote BusinessCopy new Evernote notes to your Evernote Business account Read More...
Ever find yourself manually sending Evernote notes to your Evernote Business account? If yes, stop it right away and let Appy Pie Connect handle it for you. After setting this integration up, any note you create in Evernote will be sent to your Evernote Business account automatically, keeping both your apps on the same page.
Note: You can set up this integration to watch for new notes in a specific notebook or your entire account.
Evernote + Google CalendarCreate Google Calendar events from new Evernote notes Read More...
Evernote + SlackGet Slack notifications when new Evernote notes are created Read More...
It's easy to connect Wealthbox CRM + Evernote 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.
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.