Integrate ClockworkSMS with Wealthbox CRM
Send information between ClockworkSMS and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Send a welcome email in ClockworkSMS when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This workflow ensures that a welcome email is sent in ClockworkSMS whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow sends a new text message in ClockworkSMS.
Send a welcome email in ClockworkSMS when a new contact is created in Wealthbox CRM
Wealthbox CRM + ClockworkSMS
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Supported triggers and actions
Integrate ClockworkSMS and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
SMS delivered
Triggers when delivery report is generated for an SMS you sent
SMS received
Triggers when an SMS is received
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
Send SMS
Sends a new text message
Fetch account credits
Fetches details of credits available in your account
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is ClockworkSMS?
ClockworkSMS is a text message API to send and receive texts through your application. It lets you send texts to anywhere in the world, receive delivery receipts, and pay only for messages you send.
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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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