Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.OneNote Integrations
OneNote + TrelloCreate a Trello Card for every new note on a OneNote section Read More...
Google Calendar + OneNoteCreate a note on OneNote for every upcoming Google Calendar event Read More...
It's easy to connect Wealthbox CRM + OneNote 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 new note is created in a notebook/section.
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.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section