Better Agency + Wealthbox CRM Integrations
How to connect Better Agency + Wealthbox CRM
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New Contact AddedTriggers when a new contact is added in Better Agency.Trigger- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
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 Better Agency + Wealthbox CRM Integrations Work
- Step 1: Authenticate Better Agency 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.
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