Restya Core Integrations with Wealthbox CRM through Zapier

Restya Core 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

Add Members to Project

Data sent to Wealthbox CRM, when the user adds one or more members to a specific project.

New Task

Data sent to Wealthbox CRM, when the user creates a new task in the project.

Create Task Comment

Data sent to Wealthbox CRM, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Wealthbox CRM, when the user added a new comment.

New Activity

Data sent to Wealthbox CRM, when the user performs any activity.

New Task Activity

Data sent to Wealthbox CRM, when the user performs any activity on the particular task of the project.

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.