

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


Send a greeting email in Nexmo for a newly added contact in Wealthbox CRM
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Nexmo 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 an SMS in Nexmo.


Send a greeting email in Nexmo for a newly added contact in Wealthbox CRM
Wealthbox CRM + Nexmo

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Supported triggers and actions
Integrate Wealthbox CRM and Nexmo 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

SMS received
Triggers when a new SMS is received

Delivery receipt generated
Triggers when a new delivery receipt is generated
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

Send WhatsApp verification
Sends a WhatsApp verification

Send WhatsApp message
Sends a new WhatsApp message
What is Nexmo?
Nexmo provides APIs for SMS, voice, and phone verifications. You can replace passwords with single-use codes, validate phone numbers, and reach out to customers over multiple channels.
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