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.

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