Apptoto + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Apptoto and Wealthbox CRM.

Connect Apptoto + Wealthbox CRM in Minutes

It's easy to connect Apptoto + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

Triggers when an appointment is scheduled through an Apptoto Booking Page

Triggers when a message is received in Apptoto

Triggers when a message is sent in Apptoto

Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)

Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)

Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)

Triggers when a payment charged or captured via Apptoto

Triggers when a payment is refunded via Apptoto

Triggers when a new comment is created.

Triggers when a new contact is created.

Step 1: Authenticate Apptoto + 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.

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