Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Mattermost is an open source team collaboration platform tht brings all your company's conversations, documents, and applications together in one place, making it easy for your team to collaborate securely on the things that matter most.Mattermost Integrations
It's easy to connect Wealthbox CRM + Mattermost 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.
When message post on perticular channel.
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.
Post a new message to a channel.