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Wealthbox CRM + GitHub Integrations

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

About Wealthbox CRM

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

About GitHub

GitHub is the best place to share code with co-workers, and clients . Over ten million people use GitHub to build amazing things together.

GitHub Integrations
GitHub Alternatives

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

  • GitLab GitLab

Best Wealthbox CRM and GitHub Integrations

  • Wealthbox CRM Slack

    GitHub + Slack

    Post every GitHub commit that your team makes to a Slack channel Read More...
    When this happens...
    Wealthbox CRM New Commit
     
    Then do this...
    Slack Send Channel Message
    GitHub and Slack are changing the way we program and communicate online. Both offer fast, simple collaboration platforms for diversely located teams. When you connect GitHub and Slack together, you add an additional level of efficiency in your collaboration. After setting this integration up, whenever someone makes a new commit on your GitHub, Appy Pie Connect will automatically post that commit to Slack, helping you keep your entire team aware of what’s going on in the project.
    How this GitHub – Slack integration works
    • Someone makes a new commit on GitHub
    • Appy Pie Connect will automatically post that commit to Slack
    What You Need
    • A GitHub account
    • A Slack account
  • Wealthbox CRM Trello

    GitHub + Trello

    Add comments to a Trello card from new GitHub commits Read More...
    When this happens...
    Wealthbox CRM New Commit
     
    Then do this...
    Trello Create Comment
    Keep track of GitHub commits without having to login to your GitHub account by connecting it with Trello. Once active, anytime there's a new commit in GitHub, Appy Pie Connect will automatically create a comment on a Trello card for you on the board of your choice. Our automation platform Appy Pie Connect lets you set up this integration or Connect in minutes, without any coding.
    How this GitHub – Trello integration works
    • A new commit is made on a branch on GitHub
    • Appy Pie Connect automatically adds that commit to Trello as a comment.
    What You Need
    • A GitHub account connected to an active repository
    • A Trello account with an active board
  • Wealthbox CRM Microsoft Teams

    GitHub + Microsoft Teams

    Post every GitHub commit that your team makes to a Microsoft Teams channel Read More...
    When this happens...
    Wealthbox CRM New Commit
     
    Then do this...
    Microsoft Teams Send Channel Messages
    GitHub and Microsoft Teams are changing the way we program and communicate online. Both offer fast, simple collaboration platforms for diversely located teams. When you connect GitHub and Microsoft Teams together, you add an additional level of efficiency in your collaboration. After setting this integration up, whenever someone makes a new commit on your GitHub, Appy Pie Connect will automatically post that commit to Microsoft Teams, helping you keep your entire team aware of what’s going on in the project.
    How this GitHub – Microsoft Teams integration works
    • Someone makes a new commit on GitHub
    • Appy Pie Connect will automatically post that commit to Microsoft Teams
    What You Need
    • A GitHub account
    • A Microsoft Teams account
  • Wealthbox CRM Trello

    GitHub + Trello

    Turn GitHub issues into Trello Cards Read More...
    When this happens...
    Wealthbox CRM New Issue
     
    Then do this...
    Trello Create Card
    If you use Trello for your projects and GitHub to collaborate with your team or submit issues, this Connect Flow can automate your workflow. Set it up to create a Trello card every time a new issue is opened on your chosen repository. Save time by having a virtual assistant card an issue without getting distracted from your primary tasks.
    How It Works
    • A new issue is created in your chosen GitHub repository
    • Appy Pie Connect creates a Trello card on your chosen board with the issue details
    What You Need
    • GitHub account with a repository
    • Trello account
  • Wealthbox CRM Asana

    GitHub + Asana

    Create tasks in Asana for new GitHub issues Read More...
    When this happens...
    Wealthbox CRM New Issue
     
    Then do this...
    Asana Create Task
    Asana is a powerful task manager for teams and creates a great home for GitHub issues. Create a task from your GitHub issue to create a project and add tasks to the to-do list associated with that project. Appy Pie Connect automatically detects URL structure in GitHub issue titles and uses that to create tasks in Asana.
    How It Works
    • A new GitHub issue is created
    • Appy Pie Connect adds that issue to Asana as a new task
    What You Need
    • GitHub account
    • Asana account
  • Wealthbox CRM Asana

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    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + GitHub in easier way

It's easy to connect Wealthbox CRM + GitHub 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.

  • New Commit

    Triggered when a new commit is created. Select your organization, repo and branch.

  • New Notification

    Triggered when a new notification is created.

    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.

  • Create Issue

    Create a new issue.

  • Create Pull Request

    Create a new pull request and merge it (optional).

  • Update Issue

    Update an existing issue.

How Wealthbox CRM & GitHub 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 GitHub as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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