Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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It's easy to connect Wealthbox CRM + shippit 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.
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.
Creates an order.
Retrieves labelling information for an Order using the tracking number.
Retrieve quote details for given specifications.
Track order by tracking number.