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.