?>

Wealthbox CRM + TickTick Integrations

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

About Wealthbox CRM

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

About TickTick

TickTick is a simple and effective to-do list and task manager app with seamless cloud synchronization across all your devices.

TickTick Integrations

Best Wealthbox CRM and TickTick Integrations

  • Wealthbox CRM MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Wealthbox CRM Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Wealthbox CRM New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Wealthbox CRM Google Calendar

    TickTick + Google Calendar

    Create TickTick tasks from new Google Calendar events Read More...
    When this happens...
    Wealthbox CRM New Task Created
     
    Then do this...
    Google Calendar Create Detailed Event
    Do you want to keep track of both your to-dos and your events in TickTick? Set up this Integration and Appy Pie Connect will do that automatically that for you. Once active, whenever a new event is created on Google Calendar, Appy Pie Connect will automatically create a new task on TickTick. Try this Connect Flow-no coding needed.
    How This TickTick – Google Calendar Integration Works
    • A new event is created
    • Appy Pie Connect creates task to a list on TickTick
    What You Need
    • TTickTick account
    • Google Calendar account
  • Wealthbox CRM Google Tasks

    TickTick + Google Tasks

    Turn Google Tasks into TickTick tasks Read More...
    When this happens...
    Wealthbox CRM New Task Created
     
    Then do this...
    Google Tasks Create Task
    Mange all your task in one place by integrating your TickTick with Google Tasks. Set up this Appy Pie Connect and add every new Google task to TickTick, so you don't have to manage tasks in several apps. Easily increase your output.
    How This TickTick – Google Tasks Integration Works
    • A new event is created
    • Appy Pie Connect creates task to a list on TickTick
    What You Need
    • TTickTick account
    • Google Calendar account
  • Wealthbox CRM Google Tasks

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + TickTick 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 Completed Task

    Triggers when a new completed task is created

  • New Task Created

    Triggers when a new task created in TickTick.

  • New Updated Task

    Triggers when an uncompleted task is updated in TickTick.

    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 Task

    Adds a new task to a list.

How Wealthbox CRM & TickTick 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 TickTick as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate TickTick 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 TickTick

Wealthbox CRM?

Wealthbox is a cloud-based customer relationship management (CRM. top that helps businesses to organize and keep track of their contacts. It is a free platform which can be used by small and medium business, as well as large enterprises. You can create an account with Wealthbox by signing up for a free account on the website. It provides different plans for users to choose from. The Premium plan comes with more features such as integrations with other platforms such as MailChimp and Salesforce, and also has a 15% discount on every purchase of the paid version of the app.

TickTick?

TickTick is a project management top that is compatible with both mobile and computer. It helps its users to organize tasks and projects. It allows you to manage all your projects and tasks easily and together at the same time. This cloud-based app can be accessed from anywhere and anytime. You can share files and documents within the app, as well as use it for communication with different people in your organization.

Integration of Wealthbox CRM and TickTick

Wealthbox CRM integrates with TickTick since they are both project management tops. It means that you can use TickTick to manage the project tasks when it is integrated with Wealthbox CRM. It will save you time in tracking your tasks, even if you have to go through multiple devices in order to do so.

Benefits of Integration of Wealthbox CRM and TickTick

Integration of Wealthbox CRM with TickTick will allow you to have easier access to all your important information about your project in one place. This will save you time, especially when you are dealing with multiple projects at once. You can also avoid having to organize your tasks manually since you can use the integration feature between these two apps.

The integration of Wealthbox CRM with TickTick helps users to manage their projects easily and effectively.

The process to integrate Wealthbox CRM and TickTick 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.