Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.Zendesk Integrations
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It's easy to connect Wealthbox CRM + Zendesk 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.
Triggers every time a new group is created in Zendesk.
Triggers once a new organization is added to Zendesk.
Triggers every time a new ticket is added to a view.
Triggers when a new user is created in Zendesk.
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
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.
Create a new organization.
Create a new ticket.
Create a new user.
Update an existing organization.
Modify an existing ticket status or add comments.
Modify an existing user.