Integrate Wealthbox CRM with Systeme.io
Send information between Wealthbox CRM and Systeme.io automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Systeme.io 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
Tag added to a contact
Triggers when a tag is added to an existing contact
Contact created
Triggers when a new contact is created
Tag created
Triggers when a new tag is created
Funnel step form subscribed
Triggers when a contact subscribes via a funnel step form
Enrolled in community
Triggers when a contact is enrolled in a community
Enroll contact in a course
Triggers when a contact is enrolled in a course
Page visited
Triggers when a contact visits the selected page
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
Create tag
Creates a new tag
Create contact
Creates a new contact
Create or update contact
Creates a new contact or updates the details of an existing contact
Create an enrollment resource
Create a new enrollment resource for an existing course
Assigns tag to a contact
Assigns a tag to an existing contact
Update contact
Updates the details of an existing contact
Update tag
Updates the details of an existing tag
Fetch tag by name
Fetches the details of an existing tag using name
Fetch contact by ID
Fetches the details of an existing contact using ID
Fetch enrollment resource by entrollment details
Fetches the details of an existing enrollment using enrollment details
Fetch course resources by name
Fetches the details of an existing course resource (course, module, lecture) using resource name
Fetch contact by email address
Fetches the details of an existing contact using email address
Fetch tag by ID
Fetches the details of an existing tag using ID
Unassigns tag from a contact
Unassigns a tag from an existing contact
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 Systeme.io?
Systeme.io is a marketing platform that helps businesses create and launch sales funnels, send marketing emails, manage affiliate marketing, build websites, and more.
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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.
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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Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
