Integrate Wealthbox CRM with D7 SMS
Send information between Wealthbox CRM and D7 SMS automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in D7 SMS for a recently created contact in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in D7 SMS when 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 an SMS to the specified recipients in D7 SMS.
Send a welcome email in D7 SMS for a recently created contact in Wealthbox CRM
Wealthbox CRM + D7 SMS
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Supported triggers and actions
Integrate Wealthbox CRM and D7 SMS 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
Sends an SMS to the specified recipients
Fetch balance
Fetches the D7 SMS balance
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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