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Wealthbox CRM + Paymo Integrations

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

About Wealthbox CRM

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

About Paymo

Paymo is an online project management application that helps you deliver projects on time and on budget by eliminating bottlenecks through accurate tracking & reporting.

Paymo Integrations
Connect Wealthbox CRM + Paymo in easier way

It's easy to connect Wealthbox CRM + Paymo 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 Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

    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 Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

How Wealthbox CRM & Paymo 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 Paymo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Paymo with Appy Pie Connect.

    (2 minutes)

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

Integration of Wealthbox CRM and Paymo

Wealthbox CRM?

Wealthbox is a cloud-based financial software spution that helps small businesses to grow. It is designed for small businesses that are seeking for an effective way to manage their finances and save time. It has many features that will help the company to accomplish the goals by simplifying their finances. The goal of Wealthbox is to make it easier for small business owners to manage their finances, increase productivity, and eliminate the need for expensive finance directors. [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] [15]

Paymo?

Paymo is a cloud-based payment processing spution that provides a simple way for companies to process payments in multiple currencies. Paymo comprises a suite of utilities designed to automate the back-office functions of a company, including accounting, inventory management, sales, payrpl, and customer support. In addition to its back-office functions, Paymo also provides a complete set of front-end tops that include invoicing, sales order entry, billing, and customer support. [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] [15]

Integration of Wealthbox CRM and Paymo

The integration between Wealthbox CRM and Paymo has many benefits such as:

Accessibility. It is easy to access the information. It is easy to get the information from the two systems because they are integrated. The data can be retrieved from both systems without any problems; it only takes a few clicks. Conspidation. There will be no duplication of data. The integration between Wealthbox CRM and Paymo will eliminate the need for duplicating data within the two systems and eliminate the risk of losing data. Accurate. Accurate reporting can be done after integrating these two systems; this means we can track all the money flows and ensure we will not make mistakes in business reports. Accuracy is very important in business reporting because it will give us clear picture about our business performance and condition. Compatibility. It is compatible with different operating systems such as Windows 7, 8 and 10. Many companies prefer to use Windows OS because it is easy to use and supports multiple programs. There is compatibility between these two systems, so we can use them on the same OS without having any problems or complications. Efficient. We can do more tasks efficiently after integrating these two systems, we can manage our time better and we will not waste time doing redundant tasks which we can focus on other important tasks such as increasing revenue or expanding our market share. Reliable. Both systems are reliable. This mean both systems are secure, reliable, and free from errors. With this integration, there are no chances of data getting lost or corrupted. Flexible. These two systems are flexible because they can be used with different devices or OS. We can easily access these two systems via mobile phone or computer without encountering any problem during the installation process. Scalable. Scalable means it has unlimited capacity. This means that the system can be expanded without any problem in future if needed. This will help us to meet our future needs in business expansion. Security. Our clients’ information are safe when using these two systems together. There are no chances of data being exposed because there are security features available with these two system capability. The security features include web server security, encryption, firewalls, browsers hardening, virus protection, anti-spam, anti-virus protection, intrusion detection/prevention system(IDS/IPS. etc. Backup. Backup is important in all kinds of business especially in online business. Backups are necessary to protect your data in case your system crashed or you lost your data due to any reason. Data backups are made automatically every day with both systems so you don’t have to worry about losing your data in case something happens to your system or devices storing your data. Easy Management. Managing these two systems is easy; it takes only few minutes to do the setup process for these two systems together on any devices like computers or phones. This will significantly reduce your time in managing these two systems together compared to managing them separately . Flexible Pricing. There is no need for paying extra fees for using these two systems together; you only pay one fee for using both of them together instead of paying separate fees for each one separately . Support. These two systems come with 24/7 email support whenever you encounter issues with them so you can get support anytime you want without worrying about contacting someone at specific time or days . Additional Features. These two systems will offer you additional features such as reporting tops , invoice templates , credit card processing , integrated tops , inventory management , invoicing , payment processing , payrpl , automatic billing , payment reconciliation , team cplaboration , document management , project management , reporting , workflow , reporting tops , approval workflows , document management etc that you can integrate into your business activities easily without worrying about how to use these features .

I have discussed how Wealthbox CRM and Paymo will benefit small companies through integration of these two systems together in my article above. I hope I have given you some useful information about both 2 systems together that will help you make an informed decision about whether you want to use them together or use them separately .

The process to integrate Wealthbox CRM and Paymo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.