Integrate Wealthbox CRM with Pushbullet
Send information between Wealthbox CRM and Pushbullet automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in Pushbullet for newly created contacts in Wealthbox CRM
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Pushbullet 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 to the specified phone number in Pushbullet.
Dispatch a welcome message in Pushbullet for newly created contacts in Wealthbox CRM
Wealthbox CRM + Pushbullet
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Supported triggers and actions
Integrate Wealthbox CRM and Pushbullet 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
Sends an SMS to the specified phone number
Send a Note
Sends a text notification
Send a Link
Sends a link notification
What is Pushbullet?
Pushbullet is a notification service that is used to send links, files, and notes. You can mirror your phone's notifications, chat with other users, and get live notifications from sites of your choice.
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Webhook triggers
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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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Technical Engineer, Master Liveaboards
