Create CloudKii app licenses for new Wealthbox CRM contacts
Easily manage your Wealthbox CRM contacts with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will instantly create an App License in CloudKii. Save time and effort by streamlining your processes and ensuring all new contacts are connected to the essential tools they need.
Easily manage your Wealthbox CRM contacts with this seamless workflow. When a new contact is added to Wealthbox CRM, this automation will instantly create an App License in CloudKii. Save time and effort by streamlining your processes and ensuring all new contacts are connected to the essential tools they need.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create App License
Create an App License using person's email and your CloudKi API Key
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