Cflow + Wealthbox CRM
Create and submit Cflow requests for new Wealthbox CRM contacts
Effortlessly manage your new contacts from Wealthbox CRM by utilizing this automation workflow to streamline your processes in Cflow. Whenever you add a new contact in Wealthbox CRM, this workflow creates a request and submits it in Cflow, simplifying your tasks and allowing you to focus on building relationships with clients. Keep your team organized and efficient by integrating your CRM and Cflow through this seamless workflow.
Effortlessly manage your new contacts from Wealthbox CRM by utilizing this automation workflow to streamline your processes in Cflow. Whenever you add a new contact in Wealthbox CRM, this workflow creates a request and submits it in Cflow, simplifying your tasks and allowing you to focus on building relationships with clients. Keep your team organized and efficient by integrating your CRM and Cflow through this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
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