CloudKii + Wealthbox CRM

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.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CloudKiiCloudKii
    Create App License

    Create an App License using person's email and your CloudKi API Key

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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About CloudKii

CloudKii empowers you to take control over your extension business.

Related categories

  • Marketing Automation

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wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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