Backendless + Wealthbox CRM

Backendless + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to Backendless as saved objects

Easily manage your contacts and save time with this efficient workflow. When a new contact is added to Wealthbox CRM, this automation will create a new object in Backendless with the same information. Stay organized and ensure your contacts are always up-to-date across both platforms without lifting a finger.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Save New ObjectSaves a new object in the database in the chosen data table.
ActionWrite

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More things you can do with Wealthbox CRM and Backendless

Discover other triggers and actions you can use with Wealthbox CRM and Backendless

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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New Note
Triggers when a new note is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Application
  Required
- Folders
  Required
Trigger
Instant
Try It
- Application
  Required
- Table
  Required
Trigger
Instant
Try It
- Application
  Required
Trigger
Instant
Try It
- Application
  Required
- API Key
  Required
- Table Name
  Required
Action
Write
- Application
  Required
- API Key
  Required
Action
Write
- Application
  Required
- API Key
  Required
- Push Template
  Required
- Template Values
Action
Write
- Application
  Required
- API Key
  Required
- Table
  Required
- Where Clause
- Relations
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- Application
  Required
- Table
  Required
Trigger
Instant
Try It
- Application
  Required
- Table
  Required
Trigger
Instant
Try It
- Application
  Required
Trigger
Instant
Try It
- Application
  Required
- API Key
  Required
- Table Name
  Required
- Object
  Required
Action
Write
- Application
  Required
- API Key
  Required
- Email Template
  Required
- Addresses
- CC Addresses
- BCC Addresses
- Criteria
- Template Values
Action
Write
- Application
  Required
- API Key
  Required
- Table Name
  Required
- Object To Update
  Required
Action
Write
- Application
  Required
- API Key
  Required
- Table Name
  Required
- Where Clause
- Relations
Action
Search or write

About Backendless

Backendless is a Visual Application Development Platform. With Backendless you can streamline the process of developing highly scalable mobile and web applications by using our universal backend system and very intuitive UI development interface.

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About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier