?>

Wealthbox CRM + Timely by Memory Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Timely by Memory

About Wealthbox CRM

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

About Timely by Memory

The definitive automatic time tracking tool for improving productivity and profitability. Designed for freelancers and teams of all sizes.

Timely by Memory Integrations
Timely by Memory Alternatives

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

  • Toggl Toggl
  • Time Doctor Time Doctor
Connect Wealthbox CRM + Timely by Memory in easier way

It's easy to connect Wealthbox CRM + Timely by Memory 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 Event

    Trigger when new event created.

  • User Event

    Trigger when new event created for a selected user.

    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.

How Wealthbox CRM & Timely by Memory 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 Timely by Memory as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Timely by Memory with Appy Pie Connect.

    (2 minutes)

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