Integrate Wealthbox CRM with Yournotify
Send information between Wealthbox CRM and Yournotify automatically, without writing any code, using Zoho Flow.
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Add a new contact in Yournotify when a new contact is added in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Yournotify 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 or updates the details of an existing contact in Yournotify.
Add a new contact in Yournotify when a new contact is added in Wealthbox CRM
Wealthbox CRM + Yournotify
Generate a new contact in Yournotify each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Yournotify 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 or updates the details of an existing contact in Yournotify.
Generate a new contact in Yournotify each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Yournotify
Build your own integrations between Wealthbox CRM and Yournotify
Connect Wealthbox CRM and Yournotify with over 800+ 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 Yournotify 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
New email campaign
Triggers when a new email campaign is created
New list
Triggers when a new list is created
Updated contact
Triggers when the details of an existing contact are updated
New SMS campaign
Triggers when a new SMS campaign is created
New contact
Triggers when a new contact 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
Create list
Creates a new list
Create or update contact
Creates a new contact or updates the details of an existing contact
Create email campaign for contact list
Creates a new email campaign for the given contact list
Create SMS campaign for contact list
Creates a new SMS campaign for an existing contact list
Fetch list
Fetches the details of an existing list by list ID or list 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 Yournotify?
Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
