• Aero Workflow logoAero Workflow logo
  • Wealthbox CRM logoWealthbox CRM logo

Aero Workflow + Wealthbox CRM Integrations

How to connect Aero Workflow + Wealthbox CRM

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  • Aero Workflow triggers, actions, and search
    Get Company Names
    Trigger for Company dynamic dropdown.
    Trigger
    Scheduled
  • Aero Workflow triggers, actions, and search
    Create Appointment
    Creates a new Aero Appointment.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Company
    Creates a new company.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Email Aero
    Creates a new Aero Email.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Note Aero
    Creates a new Aero Other.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Task
    Creates a new Aero Task.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Vault Entry
    Creates a new Vault Entry for specific company.
    Action
    Write
  • Aero Workflow

    Finds an existing company.

    Scheduled

    Action

  • Wealthbox CRM

    Triggers when a new comment is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new contact is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new event is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new note is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new opportunity is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new project is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a Task has been completed. Non-repeating tasks only.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new task is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new workflow is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when an existing workflow step is completed.

    Instant

    Trigger

  • Wealthbox CRM

    Adds a new family member to a household.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new contact.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new event.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new note.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new opportunity.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new project.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new task.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new household.

    Scheduled

    Action

  • Wealthbox CRM

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

    Scheduled

    Action

  • Wealthbox CRM

    Find a contact.

    Scheduled

    Action

  • Wealthbox CRM

    Find or Create a Contact

    Scheduled

    Action

How Aero Workflow + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Aero Workflow and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
aero-workflow logo
aero-workflow logo

About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

Related categories

wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

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