Integrate Wealthbox CRM with Mobile Device Manager Plus Cloud
Send information between Wealthbox CRM and Mobile Device Manager Plus Cloud automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and Mobile Device Manager Plus Cloud
Connect Wealthbox CRM and Mobile Device Manager Plus Cloud with over 850+ 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 Mobile Device Manager Plus Cloud 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
Create group
Creates a new group in selected group type
Create user
Creates a new user (member)
Add user to group
Adds the specified user to an existing group
Send enrollment request
Sends an enrollment invite for the specified user
Associate profile to device
Associates a profile to an existing device
Associate app to group
Associates an app to an existing groups
Put device in lost mode
Activates lost mode on the specified device
Remove user from group
Removes a user from an existing group
Associate app to device
Associates an app to an existing device
Associate profile to group
Associate profile to a group
Fetch group
Fetches the details of an existing group
Fetch user
Fetches the details of an existing user
Fetch app
Fetches the details of an existing app
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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What is Mobile Device Manager Plus Cloud?
ME Mobile Device Manager Plus is enterprise mobile device management software that offers enhanced management of mobility. It lets you manage a range of devices and multiple different operating systems.
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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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