Restyaboard Integrations with Wealthbox CRM through Zapier

Restyaboard Integrations with Wealthbox CRM through Zapier

Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Triggers

New Project

Triggers when a new project is created.

New Comment

Triggers when a new comment is created.

New Task

Triggers when a new task is created.

New Note

Triggers when a new note is created.

New Contact

Triggers when a new contact is created.

New Event

Triggers when a new event is created.

New Opportunity

Triggers when a new opportunity is created.

Actions

Create Project

Creates a new project.

Create Contact

Creates a new contact.

Create Event

Creates a new event.

Create Opportunity

Creates a new opportunity.

Create Task

Creates a new task.

Create Note

Creates a new note.

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