Integrate Mobile Device Manager Plus On-Premises with Wealthbox CRM
Send information between Mobile Device Manager Plus On-Premises and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Mobile Device Manager Plus On-Premises and Wealthbox CRM
Connect Mobile Device Manager Plus On-Premises 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 Mobile Device Manager Plus On-Premises and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New project
Triggers when a new project is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create group
Creates a new group in selected group type
Add user to group
Adds the specified user to an existing group
Send enrollment request
Sends an enrollment invite for the specified user
Create user
Creates a new user (member)
Associate profile to device
Associates the selected profile to an existing device
Put device in lost mode
Activates lost mode on the specified device
Associate app to device
Associates the selected app to an existing device
Associate app to group
Associates the selected app to an existing group
Remove user from group
Removes the selected user from an existing group
Associate profile to group
Associates the selected profile to an existing group
Fetch user
Fetches the details of an existing user
Fetch group
Fetches the details of an existing group
Fetch app
Fetches the details of an existing app
Create task
Creates a new task
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Mobile Device Manager Plus On-Premises?
ME Mobile Device Manager Plus (On-Premises) is enterprise mobile device management software that offers enhanced management of mobility. It lets you manage a range of devices and multiple different operating systems.
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.
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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.
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.
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Technical Engineer, Master Liveaboards
