Integrate Wealthbox CRM with Yournotify
Send information between Wealthbox CRM and Yournotify automatically, without writing any code, using Zoho Flow.
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Add a new contact in Yournotify when a new contact is added in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Yournotify 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 creates a new contact or updates the details of an existing contact in Yournotify.
Add a new contact in Yournotify when a new contact is added in Wealthbox CRM
Wealthbox CRM + Yournotify
Generate a new contact in Yournotify each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Yournotify whenever 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 creates a new contact or updates the details of an existing contact in Yournotify.
Generate a new contact in Yournotify each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Yournotify
Build your own integrations between Wealthbox CRM and Yournotify
Connect Wealthbox CRM and Yournotify 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 Yournotify 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
New SMS campaign
Triggers when a new SMS campaign is created
New list
Triggers when a new list is created
New email campaign
Triggers when a new email campaign is created
Updated contact
Triggers when the details of an existing contact are updated
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
Create or update contact
Creates a new contact or updates the details of an existing contact
Create list
Creates a new list
Create email campaign for contact list
Creates a new email campaign for the given contact list
Create SMS campaign for contact list
Creates a new SMS campaign for an existing contact list
Fetch list
Fetches the details of an existing list by list ID or list name
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 Yournotify?
Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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