Wealthbox CRM + Tookan Integrations

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

About Wealthbox CRM

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

About Tookan

Schedule, dispatch and track your fleet with an intuitive & powerful on-demand delivery management platform.

Tookan Integrations

Best Wealthbox CRM and Tookan 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
    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 Evernote

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

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    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Wealthbox CRM + Tookan in easier way

It's easy to connect Wealthbox CRM + Tookan without coding knowledge. Start creating your own business flow.

  • 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 Task

    Trigger when new task created.

  • 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 Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

How Wealthbox CRM & Tookan 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 Tookan as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Tookan 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 Tookan

Wealthbox CRM?


Wealthbox, a Los Angeles-based company, provides an online service for small businesses to manage their financials. It can also be used to make cases for e-filing tax returns. Through this software, users can track business finances, pay bills and set up accounting reports. It is a cloud-based application that has been in the market for three years. The app is compatible with Windows, Mac OS X and Linux operating systems. It also offers mobile versions of its software, which are compatible with Android, iOS and BlackBerry smartphones.

  • Features

The app has several features that are likely to attract small business owners. For example, it can help users keep track of their earnings, expenses, profits and losses. The app also has a feature called My Spending Plan, which helps users plan how to spend their money. The app can also aid users in creating revenue projections, which allow them to assess the potential of their business. It also comes with a feature called My Tax Planner, which helps business owners estimate their taxes for the year.

  • History

Wealthbox was founded by two partners in September 2010. The company was established with the objective of providing affordable software to small businesses. At the time of its inception, the company had only one employee. However, it quickly gained popularity among small business owners. A year after its founding, the company received an investment of $1 million from two business partners who were interested in the business model of the company. This led to increased hiring at Wealthbox. Today, the company employs more than 100 people working in offices in San Francisco, Washington D.C., New York City and Los Angeles.



Tookan manages financial data for small businesses through its software package. The software is designed to allow users to handle their financial data efficiently. It is available online, though it can also be downloaded as a desktop application. A version of the software for smartphones is also available. Users can access the software on various platforms including Windows, Mac OS X, Linux and Android devices. It is multi-language software that supports nine languages including English, French, Spanish and Chinese (Mandarin.

  • Features

Tookan can help users perform many functions related to handling their financial data. For instance, they can use the software to create invoices and track payments made to them by customers. Tookan also comes with an option to calculate taxes for users’ income and expenses. Users can create budgets using the software package. They can also make forecasts of how much money they will earn or spend over specific periods of time. It allows users to create statements on their income and expenses, as well as provide quotes for their services or products on demand. The software can also be used to prepare reports on tax returns for clients or employers of the user. It has several other features that might interest users. These include an option to send reminders on late payments to customers and create statements on current liabilities of businesses.

  • History

Tookan is a Europe-based company that was founded in 2008 by two entrepreneurs who saw the need for affordable accounting software for small businesses. They launched an office in Paris soon after establishing the company and began selling their product across Europe. In less than a decade since its founding, Tookan expanded its operations to South America, Asia and North America. Today, it has offices in France, Italy, Spain and India as well as Latin American nations such as Brazil and Argentina.

Integration of Wealthbox CRM and Tookan

Wealthbox offers a range of accounting tops that would be well suited for small businesses that want assistance with managing their finances or preparing tax returns for clients or employers. However, there are only two major accounting options currently available from this company – Wealthbox CRM and Tookan – causing some confusion among small business owners. While both provide different functionalities, they have similar aims – to help small businesses manage their finances efficiently through software packages that can help them prepare tax returns and manage financial data easily and quickly. Therefore, it would be interesting to compare these two programs to see if there is a way they could integrate into a single package that offers all the features that both have now as well as those that would be offered by another popular accounting package from the same company – Quickbooks Online/Desktop/Enterprise from Intuit Inc., a competitor of Wealthbox. In this article, we will therefore discuss the advantages as well as disadvantages of integrating these two packages into a single platform; we will also look at other possible combinations between these two apps and other popular software packages available from Wealthbox and its competitors like Quickbooks Online/Desktop/Enterprise from Intuit Inc..

  • Advantages of integration. There could be several advantages of integrating the two programs into a single platform; here are some of them:
    • Less confusing options for users. There is always confusion among consumers when they have two competing products from the same brand; this could lead to decreased sales or loss of customers if they do not know which product to purchase from your brand compared to your competitors’ offerings; we will discuss other advantages in detail below:
    • Increased sales. If you integrate the two programs into a single platform, it could help you increase sales because there could be user confusion between the two products; this confusion might lead users to go with another option from your competitors; however, if you integrate these two products into one spution after proper consultation with your staff as well as users; it could help you retain users as well as increase sales as more users would start using your products due to an added advantage as well as easy access as they would know that you offer multiple sputions under one roof rather than just one option; this would lead to improved chances of retaining clients. Here are some more reasons why you should consider integrating these two programs into one platform:
    • Easier workflows for users. As both programs have features that are similar to each other in terms of creating invoices or tracking payments received by your business; it would be easier for users if you integrate these two programs into one platform; this would help them create invoices faster since they would not have to stop what they are doing when switching from one program they are using to another; this would save time which is usually wasted switching between different applications depending on what needs to be done next in order to complete any task they are performing at the moment; this better workflow would also reduce stress levels among your employees because they would not need to switch between applications all the time in order to accomplish their job tasks; this would prevent them from getting distracted or losing focus while working on any particular task at hand; this would also allow them to concentrate better on completing any given task without getting sidetracked by changing applications every time they need to complete new tasks; this improved workflow would also reduce errors committed by employees since they would not get distracted by having multiple applications open at once but only switch between them when necessary; all these benefits would allow employees to perform better at work by increasing efficiency while reducing errors committed while working on different task assignments; this improved workflow would also result in better productivity since employees would not waste time navigating between different applications but focus on completing specific tasks without having to stop every time they need to switch between one application and another; this enhanced workflow would also allow employees to complete tasks on time since they would not waste time on unnecessary distractions like switching between different applications but focus on completing specific tasks instead; this enhanced workflow could improve corporate culture within your business because employees would feel more motivated about completing tasks assigned by managers since they would know that they only need to use one application while performing certain tasks while saving time by eliminating unnecessary distractions like having multiple applications open while processing certain tasks; this increased motivation could result in better performance by employees leading to more positive results for your business; this improved corporate culture within your business could also result in increased savings for your business since you would not have high turnover rates due to frustrated employees who feel overworked because of having multiple applications open at once while processing certain tasks leading them towards frustration which often leads towards high turnover rates within companies because frustrated employees look for jobs elsewhere where they feel less stressed out about having too much work load or too many applications open at once while trying to complete job assignments assigned by their superiors; higher turnover rates

    The process to integrate Wealthbox CRM and Tookan 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.