Integrate Wealthbox CRM with ClockworkSMS

Send information between Wealthbox CRM and ClockworkSMS automatically, without writing any code, using Zoho Flow.

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Send a welcome email in ClockworkSMS when a new contact is created in Wealthbox CRM

Send personalized welcome emails to every new contact in your financial advisor CRM. This workflow ensures that a welcome email is sent in ClockworkSMS whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow sends a new text message in ClockworkSMS.
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Send a welcome email in ClockworkSMS when a new contact is created in Wealthbox CRM

Wealthbox CRM + ClockworkSMS

Build your own integrations between Wealthbox CRM and ClockworkSMS

Connect Wealthbox CRM and ClockworkSMS with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and ClockworkSMS using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow is created

New task

Triggers when a new task is created

New comment

Triggers when a new comment is created

New note

Triggers when a new note is created

New event

Triggers when a new event is created

New project

Triggers when a new project is created

Completed task

Triggers when a task is completed

SMS delivered

Triggers when delivery report is generated for an SMS you sent

SMS received

Triggers when an SMS is received

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

Send SMS

Sends a new text message

Fetch account credits

Fetches details of credits available in your account

What is Wealthbox CRM?

Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.

CRM

What is ClockworkSMS?

ClockworkSMS is a text message API to send and receive texts through your application. It lets you send texts to anywhere in the world, receive delivery receipts, and pay only for messages you send.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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Toto

Technical Engineer, Master Liveaboards

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