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Wealthbox CRM + PDF4me Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and PDF4me

About Wealthbox CRM

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

About PDF4me

PDF4me API gives you all functionalities around PDF, e.g. Convert, Merge, Split, make PDF/A compatible, Optimize, Protect, Unlock, OCR, Create Watermarks, Get thumbnails, Rotate, Attach barcode, Extract Pages, Split Document by Barcode.

PDF4me Integrations
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Connect Wealthbox CRM + PDF4me in easier way

It's easy to connect Wealthbox CRM + PDF4me 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.

    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.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

How Wealthbox CRM & PDF4me 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 PDF4me as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate PDF4me with Appy Pie Connect.

    (2 minutes)

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