?>

Wealthbox CRM + macOS Calendar Integrations

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

About Wealthbox CRM

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

About macOS Calendar

macOS calendar is the free calendar app in macOS. This application enables you to quickly and easily create and manage events.

macOS Calendar Integrations
macOS Calendar Alternatives

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

  • Google Calendar Google Calendar
  • Microsoft Outlook Microsoft Outlook
Connect Wealthbox CRM + macOS Calendar in easier way

It's easy to connect Wealthbox CRM + macOS Calendar 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.

  • Event Start

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Event Trigger

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

    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 New Event

    Create Event

How Wealthbox CRM & macOS Calendar 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 macOS Calendar as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate macOS Calendar with Appy Pie Connect.

    (2 minutes)

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