Integrate Wealthbox CRM with Mobile Device Manager Plus On-Premises

Send information between Wealthbox CRM and Mobile Device Manager Plus On-Premises automatically, without writing any code, using Zoho Flow.

Build your own integrations between Wealthbox CRM and Mobile Device Manager Plus On-Premises

Connect Wealthbox CRM and Mobile Device Manager Plus On-Premises with over 950+ 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 On-Premises using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is created

New comment

Triggers when a new comment is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow is created

New contact

Triggers when a new contact is created

Completed task

Triggers when a task is completed

New project

Triggers when a new project is created

New event

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create project

Creates a new project

Create note

Creates a new note

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create event

Creates a new event

Fetch contact

Fetches a contact by email

Send enrollment request

Sends an enrollment invite for the specified user

Create user

Creates a new user (member)

Create group

Creates a new group in selected group type

Add user to group

Adds the specified user to an existing group

Put device in lost mode

Activates lost mode on the specified device

Associate profile to group

Associates the selected profile to an existing group

Associate app to device

Associates the selected app to an existing device

Associate app to group

Associates the selected app to an existing group

Associate profile to device

Associates the selected profile to an existing device

Remove user from group

Removes the selected user from an existing group

Fetch user

Fetches the details of an existing user

Fetch group

Fetches the details of an existing group

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.

CRM

What is Mobile Device Manager Plus On-Premises?

ME Mobile Device Manager Plus (On-Premises) 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.

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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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

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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