Integrate Wealthbox CRM with Nexmo

Send information between Wealthbox CRM and Nexmo automatically, without writing any code, using Zoho Flow.

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Send a greeting email in Nexmo for a newly added contact in Wealthbox CRM

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Nexmo each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow sends an SMS in Nexmo.
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Send a greeting email in Nexmo for a newly added contact in Wealthbox CRM

Wealthbox CRM + Nexmo

Build your own integrations between Wealthbox CRM and Nexmo

Connect Wealthbox CRM and Nexmo with over 750+ 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 Nexmo 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

Delivery receipt generated

Triggers when a new delivery receipt is generated

SMS received

Triggers when a new SMS is received

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

Send WhatsApp verification

Sends a WhatsApp verification

Send WhatsApp message

Sends a new WhatsApp message

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 Nexmo?

Nexmo provides APIs for SMS, voice, and phone verifications. You can replace passwords with single-use codes, validate phone numbers, and reach out to customers over multiple channels.

Phone/SMS

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

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Toto

Technical Engineer, Master Liveaboards

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