Workflow Automation Integrations
In Wealthbox you can set up special fields, text dates, and checkboxes based on your business requirements. Drag-and-drop the order of your custom fields inputs with ease.
Sign Up 14-day FREE TrialWealthbox’s tagging, grouping, filtering and auto-suggest features make searching for contacts a breeze.
ZapUp automates your work by Actions (like “Create contact") to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with Wealthbox helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.
Create contact
Create a contact
Create workflow
Create a new workflow
Create task
Create a task
Create note
Create a note
Create project
Create a project
Create event
Create an event
Create opportunity
Create an opportunity
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