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 Board
Data sent to Wealthbox CRM, when the user creates a new board.
New List
Data sent to Wealthbox CRM, when the user creates a new list on the board.
New Card
Data sent to Wealthbox CRM, when the user creates a new card in the list of the board.
New Activity
Data sent to Wealthbox CRM, when the user performs any activity.
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.