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
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow sends a text message in Vonage SMS.
Send a welcome email in Vonage SMS when a new contact is created in Wealthbox CRM
Wealthbox CRM + Vonage SMS
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Supported triggers and actions
Integrate Wealthbox CRM and Vonage SMS 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
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 SMS
Sends a text message
Send Viber message
Sends a message through Viber
Send Messenger message
Sends a message through Facebook Messenger
Send WhatsApp message
Sends a message through WhatsApp
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 Vonage SMS?
Vonage SMS is a cloud communication service provider that offers you an internet-based messaging service to send messages across various platforms.
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.
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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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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
