

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

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Supported 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

New audio file
Triggers when a new audio file is created
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

Start new campaign with audio file
Sends a voicemail to a person or group of people with the selected audio file

Start new campaign with audio URL
Sends a voicemail to a person or group of people with an audio file URL

Update DND status
Adds or removes phone numbers in the campaign list
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.
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What is Slybroadcast?
Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID.
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Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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