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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
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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.
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Dispatch a welcome message in Sakari for newly created contacts in Wealthbox CRM
Wealthbox CRM + Sakari
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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.
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Set up a new contact in Sakari when a contact is created in Wealthbox CRM
Wealthbox CRM + Sakari
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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.
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Add a new contact in Sakari whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Sakari
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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
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New note
Triggers when a new note is created
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Completed task
Triggers when a task is completed
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New task
Triggers when a new task is created
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New comment
Triggers when a new comment is created
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New opportunity
Triggers when a new opportunity is created
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New project
Triggers when a new project is created
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New workflow
Triggers when a new workflow is created
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Contact opted in
Triggers when a contact opts-in for text messaging
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Message received
Triggers when a new message is received
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Contact opted out
Triggers when a contact opts-out from text messaging
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Contact removed
Triggers when a contact is deleted
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Contact updated
Triggers when the details of an existing contact are updated
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create note
Creates a new note
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Create event
Creates a new event
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Fetch contact
Fetches a contact by email
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Send message
Sends a new message
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Create contact
Creates a new contact
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Update contact
Updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact
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 >