Integrate Wealthbox CRM with Cequens
Send information between Wealthbox CRM and Cequens automatically, without writing any code, using Zoho Flow.
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Send a welcome email in Cequens for a recently created contact in Wealthbox CRM
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Cequens 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 the specified recipients in Cequens.
Send a welcome email in Cequens for a recently created contact in Wealthbox CRM
Wealthbox CRM + Cequens
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Supported triggers and actions
Integrate Wealthbox CRM and Cequens 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 event
Triggers when a new event is created
New note
Triggers when a new note 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 workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Send SMS to group
Sends an SMS message to an existing group
Send SMS
Sends an SMS message to the specified recipients
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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