Integrate Wealthbox CRM with Vonage SMS

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

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Send a welcome email in Vonage SMS when a new contact is created in Wealthbox CRM

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Vonage SMS 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 a text message in Vonage SMS.
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Send a welcome email in Vonage SMS when a new contact is created in Wealthbox CRM

Wealthbox CRM + Vonage SMS

Build your own integrations between Wealthbox CRM and Vonage SMS

Connect Wealthbox CRM and Vonage SMS with over 800+ 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 Vonage SMS 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

Send SMS

Sends a text message

Send WhatsApp message

Sends a message through WhatsApp

Send Viber message

Sends a message through Viber

Send Messenger message

Sends a message through Facebook Messenger

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 Vonage SMS?

Vonage SMS is a cloud communication service provider that offers you an internet-based messaging service to send messages across various platforms.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

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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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Technical Engineer, Master Liveaboards

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