

Integrate Simply Schedule Appointments with Wealthbox CRM
Send information between Simply Schedule Appointments and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Simply Schedule Appointments and Wealthbox CRM
Connect Simply Schedule Appointments and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Simply Schedule Appointments and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Appointment customer information updated
Triggers when the information of a customer is updated in an appointment

Appointment pending
Triggers when an appointment is marked as pending

Appointment rescheduled
Triggers when an appointment is rescheduled

Appointment updated
Triggers when an appointment is updated

Appointment abandoned
Triggers when an appointment is marked as abandoned

Appointment booked
Triggers when an appointment is booked

Appointment canceled
Triggers when an appointment is canceled

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

Fetch appointment
Fetches the details of an existing appointment

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 Simply Schedule Appointments?
Simply Schedule Appointments is a scheduling WordPress plugin that can help businesses manage scheduling availability and appointment bookings on their WordPress side.
Similar apps
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.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >