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Wealthbox CRM + Google Drive Integrations

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

About Wealthbox CRM

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

About Google Drive

Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive Integrations
Google Drive Alternatives

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

  • Dropbox Dropbox

Best Wealthbox CRM and Google Drive Integrations

  • Wealthbox CRM Dropbox

    Google Drive + Dropbox

    Copy new Google Drive files in a specific folder to Dropbox Read More...
    When this happens...
    Wealthbox CRM New File in Folder
     
    Then do this...
    Dropbox Upload File
    Integrate your Dropbox and Google Drive with Appy Pie Connect, and make your life easier. This Connect can save you a lot of time every day by helping you store and organize your important files in a systematized manner. Once you’ve set up this integration, whenever a file is added to Google Drive, we will copy that file to the designated folder in Dropbox.
    How It Works
    • Triggers when a new file is added in Google Drive
    • This Connect automatically copies that file to a designated Dropbox
    What You Need
    • A Google Drive account
    • A Dropbox account
  • Wealthbox CRM Trello

    Google Drive + Trello

    Create Trello cards from new Google Drive files Read More...
    When this happens...
    Wealthbox CRM New File in Folder
     
    Then do this...
    Trello Create Card
    Get more out of your Google Drive by connecting it to Trello. After setting this integration up, whenever a new file is saved in a chosen folder in your Google Drive, Appy Pie Connect will automatically create a card in Trello. With this Trello and Google Drive integration, you can make your team collaboration more efficient.
    How It Works
    • Triggers every time a new file is saved to a chosen folder in your Google Drive
    • Appy Pie Connect automatically creates a new card in Trello
    What You Need
    • A Google account
    • A Trello account
  • Wealthbox CRM Dropbox

    Google Drive + Dropbox

    Copy new Google Drive files in any folder to Dropbox Read More...
    When this happens...
    Wealthbox CRM New File
     
    Then do this...
    Dropbox Upload File
    Setting up integration between your Dropbox and Google Drive can get you many extra productive hours every single day. After setting up this integration, whenever a new file is added on your Google Drive, Appy Pie Connect will copy that file to any folder in Dropbox.
    How This Integration Works
    • Triggers when a new file is added to Google Drive
    • Appy Pie Connect will automatically copy that file to any folder in Dropbox
    What Is Needed for This Integration
    • A Google Drive account
    • A Dropbox account
  • Wealthbox CRM Google Sheets

    Google Drive + Google Sheets

    Add rows on Google Sheets spreadsheet when a file is added in a Google Drive folder Read More...
    When this happens...
    Wealthbox CRM New File in Folder
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    To keep your records straight, you might need a list of every new file added to a Google Drive folder. Set up this integration to watch your Google Drive folder and create a Google Sheets spreadsheet row when a new file is added. Once this Google Drive – Google Spreadsheet integration is all set up, whenever a new file is added in a Google Drive Folder, Appy Pie Connect automatically adds a new row on Google Sheets spreadsheet, keeping you aware of additions in your Google Drive. Note: This Connect will not generate Google Sheets spreadsheet rows for existing files in your Google Drive folder, but only the new files you receive after this integration has been setup.
    How It Works
    • A file is added to a Google Drive folder
    • Appy Pie Connect creates a Google Sheets spreadsheet row
    What You Need
    • A Google Account (with Google Sheets and Google Drive access)
  • Wealthbox CRM Google Calendar

    Google Drive + Google Calendar

    Generate new Google Calendar events for new files on Google Drive Read More...
    When this happens...
    Wealthbox CRM New File
     
    Then do this...
    Google Calendar Create Detailed Event
    With Google Calendar – Google Drive automation from Appy Pie Connect, you can now easily streamline your workflow, without any hassle. Once this integration is active, whenever any new file is uploaded to your chosen Google Drive folder, Appy Pie Connect will automatically create an event on Google Calendar for it.
    How It Works
    • A new file is added to Google Drive
    • Appy Pie Connect automatically creates a new detailed event on Google Calendar
    What You Need
    • A Google account with an access to Google Drive and Google Calendar
  • Wealthbox CRM Google Calendar

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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 + Google Drive in easier way

It's easy to connect Wealthbox CRM + Google Drive 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 File

    Triggers whenever a new file is added to any of the folders.

  • New File in Folder

    Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)

    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 File from Text

    Create a new file from plain text.

  • Create Folder

    Create a new folder.

  • Upload File

    An existing file is copied to Google Drive from a different service.

How Wealthbox CRM & Google Drive 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 Google Drive as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Google Drive with Appy Pie Connect.

    (2 minutes)

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