Aero Workflow + Wealthbox CRM Integrations
How to connect Aero Workflow + Wealthbox CRM
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Get Company NamesTrigger for Company dynamic dropdown.Trigger- Create AppointmentCreates a new Aero Appointment.Action
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
- Create Email AeroCreates a new Aero Email.Action
- Create Note AeroCreates a new Aero Other.Action
- Create TaskCreates a new Aero Task.Action
- Create Vault EntryCreates a new Vault Entry for specific company.Action
- 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
- Step 1: Authenticate Aero Workflow and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Aero Workflow
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