Integrate Wealthbox CRM with D7 SMS

Send information between Wealthbox CRM and D7 SMS automatically, without writing any code, using Zoho Flow.

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Send a welcome email in D7 SMS for a recently created contact in Wealthbox CRM

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in D7 SMS when 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 an SMS to the specified recipients in D7 SMS.
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Send a welcome email in D7 SMS for a recently created contact in Wealthbox CRM

Wealthbox CRM + D7 SMS

Build your own integrations between Wealthbox CRM and D7 SMS

Connect Wealthbox CRM and D7 SMS 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 D7 SMS using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New comment

Triggers when a new comment is created

Completed task

Triggers when a task is completed

New note

Triggers when a new note is created

New workflow

Triggers when a new workflow is created

New project

Triggers when a new project is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create note

Creates a new note

Create event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Fetch contact

Fetches a contact by email

Send SMS

Sends an SMS to the specified recipients

Fetch balance

Fetches the D7 SMS balance

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 D7 SMS?

D7 SMS is a SMS and messaging application that helps start-ups and enterprises to easily communicate with their customers.

Phone/SMS

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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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