Integrate Wealthbox CRM with WOZTELL
Send information between Wealthbox CRM and WOZTELL automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and WOZTELL
Connect Wealthbox CRM and WOZTELL 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 WOZTELL using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
WhatsApp message sent
Triggers when a WhatsApp message is sent
WhatsApp message read
Triggers when a WhatsApp message is read
WhatsApp message received
Triggers when a WhatsApp message is received
WhatsApp message delivered
Triggers when a WhatsApp message is delivered
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Send WhatsApp template message
Sends a WhatsApp template message to the specified phone numbers
Send WhatsApp session message
Sends a sessioned message via Whatsapp
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.
Similar apps
What is WOZTELL?
WOZTELL is a conversational platform that lets you manage customer communications across platforms such as WhatsApp, Facebook, Instagram, and Webchat.
Similar apps
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.
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
