Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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 + SlackPost every GitHub commit that your team makes to a Slack channel Read More...
GitHub + Microsoft TeamsPost every GitHub commit that your team makes to a Microsoft Teams channel Read More...
It's easy to connect Wealthbox CRM + GitHub 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.
Triggered when a new commit is created. Select your organization, repo and branch.
Triggered when a new notification 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.
Create a new issue.
Create a new pull request and merge it (optional).
Update an existing issue.