Integrate Wealthbox CRM with allmysms
Send information between Wealthbox CRM and allmysms automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in allmysms for a newly added contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email from allmysms each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow sends a text message to the specified numbers in allmysms.
Send a greeting email in allmysms for a newly added contact in Wealthbox CRM
Wealthbox CRM + allmysms
Build your own integrations between Wealthbox CRM and allmysms
Connect Wealthbox CRM and allmysms with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and allmysms using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New opportunity
Triggers when a new opportunity 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 workflow
Triggers when a new workflow 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
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Send SMS
Sends a text message to the specified numbers
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
What is allmysms?
Allmysms is a tool to power your SMS marketing campaigns. With responsive design and multi-language features, send bulk SMS and manage your alert system without hassle.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
