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Wealthbox CRM + Slack Integrations

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

About Wealthbox CRM

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

About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

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

  • Microsoft Teams Microsoft Teams

Best Wealthbox CRM and Slack Integrations

  • Wealthbox CRM Google Sheets

    Slack + Google Sheets

    Add Slack messages to a Google Sheets spreadsheet Read More...
    When this happens...
    Wealthbox CRM New Message Posted to Channel
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to create an archive for everything posted to your Slack channel, then this integration from Appy Pie Connect can help you save a lot of time. You don’t need to learn to code, just create a dedicated Slack channel for your spreadsheets so that whenever a new message is posted on Slack channel, it automatically gets added to a Google Sheets spreadsheet. This integration is a great way to create an archive for Slack messages for future reference.
    How It Works
    • A new message is posted on you slack channel
    • Appy Pie Connect will copy the message & paste it into a new row in your Google Sheets spreadsheet
    What You Need
    • A Google account
    • A Slack account
  • Wealthbox CRM Todoist

    Slack + Todoist

    Add new starred Slack messages to Todoist as tasks Read More...
    When this happens...
    Wealthbox CRM New Starred Message
     
    Then do this...
    Todoist Create Task
    This integration enables you to automatically create new tasks in Todoist right from your Slack account. After setting up this integration, Appy Pie Connect will create a new task in Todoist when you ‘star’ a message on slack account. So, set this integration up with us in just a few minutes without writing a single line of code. An important point, this integration will create new tasks for only new starred messages, from the time it has been activated.
    How It Works
    • You star a message in Slack
    • Appy Pie Connect will create a Todoist task fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Todoist account
  • Wealthbox CRM Trello

    Slack + Trello

    Create Trello cards from new starred Slack messages Read More...
    When this happens...
    Wealthbox CRM New Starred Message
     
    Then do this...
    Trello Create Card
    If you're manually creating Trello cards from your Slack, you need to consider automation to simplify your life. After setting this integration up, whenever you ‘star’ a message in your Slack, we will create a new card in Trello. This integration will help you manage your workflow efficiently without missing a single task. Enjoy the benefits of workflow automation, set up this integration now! Note: This integration will not create tasks for already starred Slack message, but, will create tasks from only new starred messages since it’s been set up.
    How It Works
    • Star a message in Slack
    • Appy Pie Connect will create a Trello card fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Trello account
  • Wealthbox CRM Trello

    Slack + Trello

    Create Trello Cards from a Slack Channel Read More...
    When this happens...
    Wealthbox CRM New Message Posted to Channel
     
    Then do this...
    Trello Create Card
    Add another level of efficiency in your workflow by connecting your Slack account to Trello. Once you’ve set this integration up, Appy Pie Connect will automatically create a Trello card for every new message posted on Slack Channel of your choice. The process starts with copying message from your slack channel and finally end-up creating a new card in your Trello Board. So, integrate Slack with Trello now and get most out of your team.
    How It Works
    • Someone posts a message on your Slack Channel
    • Appy Pie Connect copies the text and creates a new card in your Trello Board
    What You Need
    • A Slack account
    • A Trello account
  • Wealthbox CRM Google Sheets

    Slack + Google Sheets

    Send Starred Messages in Slack to a Google Spreadsheet Read More...
    When this happens...
    Wealthbox CRM New Starred Message
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    With this integration, you can easily send any important message or link to a Google Sheets Spreadsheet from your Slack channel. Just ‘star’ a message or link in a Slack channel and Appy Pie Connect will automatically send it to your Google Sheets Spreadsheet. This is a great way to save important information to refer later. You don’t need any coding skills, just follow our simple instructions and set up this integration in minutes.
    How It Works
    • ‘Star’ a message in Slack
    • Appy Pie Connect immediately sends it to your Google Sheets Spreadsheet
    What You Need
    • A Slack account
    • A Google account
  • Wealthbox CRM Google Sheets

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    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Slack in easier way

It's easy to connect Wealthbox CRM + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    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.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

How Wealthbox CRM & Slack 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 Slack as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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