

Integrate Wealthbox CRM with Sakari
Send information between Wealthbox CRM and Sakari automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Dispatch a welcome message in Sakari for newly created contacts in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will trigger a welcome email in Sakari 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 message in Sakari.


Dispatch a welcome message in Sakari for newly created contacts in Wealthbox CRM
Wealthbox CRM + Sakari


Set up a new contact in Sakari when a contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Sakari 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 creates a new contact in Sakari.


Set up a new contact in Sakari when a contact is created in Wealthbox CRM
Wealthbox CRM + Sakari


Add a new contact in Sakari whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Sakari 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 Sakari.


Add a new contact in Sakari whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Sakari

Build your own integrations between Wealthbox CRM and Sakari
Connect Wealthbox CRM and Sakari 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 Sakari using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New note
Triggers when a new note is created

Completed task
Triggers when a task is completed

New task
Triggers when a new task is created

New event
Triggers when a new event is created

New contact
Triggers when a new contact is created

New comment
Triggers when a new comment is created

New opportunity
Triggers when a new opportunity is created

New project
Triggers when a new project is created

New workflow
Triggers when a new workflow is created

Contact opted in
Triggers when a contact opts-in for text messaging

Message received
Triggers when a new message is received

Contact opted out
Triggers when a contact opts-out from text messaging

Contact removed
Triggers when a contact is deleted

Contact updated
Triggers when the details of an existing contact are updated

Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create task
Creates a new task

Create note
Creates a new note

Create event
Creates a new event

Fetch contact
Fetches a contact by email

Send message
Sends a new message

Create contact
Creates a new contact

Update contact
Updates the details of an existing contact

Fetch contact
Fetches the details of 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
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >