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Wealthbox CRM + GitLab Integrations

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

About Wealthbox CRM

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

About GitLab

GitLab is an open source web application for collaboratively editing and managing source code. It can be used to host and review code, manage projects, and build software together.

GitLab Integrations
GitLab Alternatives

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

  • GitHub GitHub

Best Wealthbox CRM and GitLab Integrations

  • Wealthbox CRM Google Sheets

    GitLab + Google Sheets

    Create rows on Google Sheets for new GitLab commits Read More...
    When this happens...
    Wealthbox CRM New Commit
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Organizing GitLab commits in a shared spreadsheet is one of the best ways to update other teams about your development team’s work progress. After setting this integration up, Appy Pie Connect will automatically add a new row to a Google Sheets spreadsheet whenever a new commit is created in GitLab. This integration makes it easier for everyone to catch up on the progress of your team’s work without having to approach them individually.
    How this GitLab - Google Sheets integration works
    • Someone creates a new commit on GitLab
    • Appy Pie Connect automatically adds a new row to a Google Sheets spreadsheet
    What You Need
    • A GitLab account
    • A Google Sheets spreadsheet
  • Wealthbox CRM Twitter

    GitLab + Twitter

    Post your new GitLab commits on Twitter Read More...
    When this happens...
    Wealthbox CRM New Commit
     
    Then do this...
    Twitter Create Tweet
    Let the world know what your development team has committed to deliver. After setting this integration up, whenever your development team commits to new features or improvements, Appy Pie Connect will automatically post those commits to Twitter. In this way, your followers can keep a tab on your latest developments and future launches.
    How this GitLab - Twitter integration works
    • A new commit is made on GitLab
    • Appy Pie Connect automatically posts a tweet on Twitter
    What You Need
    • A GitLab account
    • A Twitter spreadsheet
  • Wealthbox CRM Microsoft Teams

    GitLab + Microsoft Teams

    Post every GitLab 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
    GitLab 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 GitLab 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 GitLab, 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 GitLab – Microsoft Teams integration works
    • Someone makes a new commit on GitLab
    • Appy Pie Connect will automatically post that commit to Microsoft Teams
    What You Need
    • A GitLab account
    • A Microsoft Teams account
  • Wealthbox CRM Slack

    GitLab + Slack

    Post every GitLab 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
    GitLab and Slack are changing the way we program and communicate online. Both offer fast, simple collaboration platforms for diversely located teams. When you connect GitLab 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 GitLab, 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 GitLab – Slack integration works
    • Someone makes a new commit on GitLab
    • Appy Pie Connect will automatically post that commit to Slack
    What You Need
    • A GitLab account
    • A Slack account
  • Wealthbox CRM GitLab

    Gmail + GitLab

    Create issues in GitLab on new emails in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Email
     
    Then do this...
    GitLab Create Issue

    Gmail is one of the most popular email services today. It is used extensively in many corporate offices across the globe. If you’re using your Gmail account as a point of communication for receiving customer feedback or any technical issues from team members, then this integration is great for you. After you set it up, whenever a new email is received on Gmail, Appy Pie Connect will automatically create a new issue on GitLab from the details so that your team can take it up right away.

    Note: To use this integration you must have a Business Gmail account.

    How this Gmail - GitLab integration work
    • Triggers whenever a new email is received on Gmail.
    • Appy Pie Connect automatically creates an issue in GitLab.
    What You Need
    • A Gmail account
    • A GitLab account
  • Wealthbox CRM GitLab

    {{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 + GitLab in easier way

It's easy to connect Wealthbox CRM + GitLab 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

    Trigger when a commit is made on the specified project.

  • New Issue Event

    Triggers on issue events, e.g. when an issue is opened, updated, or closed.

  • New Job

    Triggers when a new job occurred.

  • New Merge Request Event

    Triggers on an open, merge, or close merge request event.

    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 & GitLab 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 GitLab as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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