?>

Wealthbox CRM + MongoDB Realm Integrations

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

About Wealthbox CRM

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

About MongoDB Realm

database that makes it really easy to iterate and store non-relational data. No more crazy SQL queries and ALTER tables to add extra data!

MongoDB Realm Integrations
MongoDB Realm Alternatives

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

  • MongoDB MongoDB
Connect Wealthbox CRM + MongoDB Realm in easier way

It's easy to connect Wealthbox CRM + MongoDB Realm 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 Push notification

    Triggers when a new push notification is created

  • New Service

    Triggers when a new service is created

  • New User

    Triggers when a new user is created

    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.

  • Confirm Pending User

    Confirm a pending user

  • Create Service

    Create a service

  • Create Trigger

    Creates a Trigger

  • Create User

    Creates a User

  • Delete Push Notification

    Delete a pus notification

  • Delete Trigger

    Delete a trigger

  • Delete User

    Delete a User

  • Disable User

    Disable a User

  • Enable User

    Enable a User

  • Update Trigger

    Update a trigger

How Wealthbox CRM & MongoDB Realm 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 MongoDB Realm as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate MongoDB Realm with Appy Pie Connect.

    (2 minutes)

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