Integrate Wealthbox CRM with GatewayAPI
Send information between Wealthbox CRM and GatewayAPI automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in GatewayAPI for newly created contacts in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in GatewayAPI 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 an SMS message to a specified group of recipients in GatewayAPI.
Dispatch a welcome message in GatewayAPI for newly created contacts in Wealthbox CRM
Wealthbox CRM + GatewayAPI
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Supported triggers and actions
Integrate Wealthbox CRM and GatewayAPI using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Send SMS message
Sends an SMS message to a specified group of recipients
Schedule SMS message
Schedules the specified outgoing SMS messages
Fetch message
Fetch details of the specified SMS message
Fetch balance
Fetches the details of your account balance
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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What is GatewayAPI?
GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.
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Logic
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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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