Integrate Wealthbox CRM with GatewayAPI
Send information between Wealthbox CRM and GatewayAPI automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in GatewayAPI for newly created contacts in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in GatewayAPI 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 a specified group of recipients in GatewayAPI.
Dispatch a welcome message in GatewayAPI for newly created contacts in Wealthbox CRM
Wealthbox CRM + GatewayAPI
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Supported triggers and actions
Integrate Wealthbox CRM and GatewayAPI 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
Schedule SMS message
Schedules the specified outgoing SMS messages
Send SMS message
Sends an SMS message to a specified group of recipients
Fetch message
Fetch details of the specified SMS message
Fetch balance
Fetches the details of your account 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.
Similar apps
What is GatewayAPI?
GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.
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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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Sales Director, Artico
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.
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