Integrate Wealthbox CRM with Snovio
Send information between Wealthbox CRM and Snovio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Snovio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
Campaign prospect replied
Triggers when a recipient responds to any email in any of the campaigns
Email replied
Triggers when a recipient replies to an email from any drip campaign for the first time
Campaign link clicked
Triggers when a prospect opens a link in an email for the first time
Email opened
Triggers when a recipient opens an email from any drip campaign for the first time
Email opened from campaign
Triggers when a recipient opens an email from specified drip campaign for the first time
Email sent
Triggers when an email is sent to a recipient in any drip campaign
Email sent from campaign
Triggers when an email is sent from a specified drip campaign
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
Create or update prospect
Adds a new prospect to a prospect list or updates the details of an existing prospect
Update recipient status
Changes the status of the recipient in a specific drip campaign
Fetch profile
Fetches a profile by email
Verify email
Checks if a given email address is deliverable and is available on the internet
Count emails
Counts how many email addresses are available for a domain or company
Fetch email
Fetches an email by domain, first name, and last name
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 Snovio?
Snovio is an online tool that lets you find and verify emails. You can create drip campaigns and find the right contact person in a company easily.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Technical Engineer, Master Liveaboards
