![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Integrate Wealthbox CRM with EZ Texting
Send information between Wealthbox CRM and EZ Texting automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in EZ Texting whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow sends a new text message in EZ Texting.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM
Wealthbox CRM + EZ Texting
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Create a contact in EZ Texting each time a contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in EZ Texting for every new contact created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in EZ Texting.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Create a contact in EZ Texting each time a contact is created in Wealthbox CRM
Wealthbox CRM + EZ Texting
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in EZ Texting whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in EZ Texting.
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + EZ Texting
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and EZ Texting
Connect Wealthbox CRM and EZ Texting 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 EZ Texting using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
New contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
New message
Triggers when a new message is received
All Actions - Actions are the automated tasks
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-eu-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Update contact
Updates the details of an existing contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Fetch delivery report
Fetches the delivery report of the specified message
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Move message to folder
Moves a message to the selected folder
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Send SMS
Sends a new text message
![](https://flow-eu-public.nimbuspop.com/flow-apps/ez_texting.png)
Fetch contact
Fetches an existing contact by email, phone number, or both
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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