Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Google Tasks is a to do list that makes it easy to plan your day and stay organized. It helps you keep track of the tasks that matter most to you—at work, at home, and everywhere in between.Google Tasks Integrations
Do you want to manage your customer requests that you get on email more effectively? Set up this integration. It will automatically turn in your emails into task without putting any manual efforts at your end. After setting this Gmail-Google Tasks integration, Appy Pie Connect will automatically create a news Google task for email that hits your Gmail inbox.
Gmail + Google TasksCreate tasks on Google Tasks from new labeled Gmail emails Read More...
Are you looking for a better way to follow up on your important emails? This Gmail-Google Tasks integration can help you out. This integration turns you’re the content of your labeled emails into items on a to-do list. You don't require any coding skills or technical knowledge to set up this integration. Once you set it up, it will trigger whenever a new email hits your Gmail inbox, automatically creating a task in Google Tasks. All you'll have to do is add a label to the email you want to create a task on Google Tasks.
It's easy to connect Wealthbox CRM + Google Tasks 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.
Triggers when a task is completed in a specific task list.
Triggers when a new task is added or updated old task.
Triggers when a new task list 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.
Creates a new task.
Creates a new task list.
Update an existing task.