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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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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
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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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Director, Perth Security Services
