Egnyte

Egnyte + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Egnyte and Wealthbox CRM, with as many as 28 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Egnyte + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File in Folder

Triggers when a new file appears in the folder.

Upload File

Uploads a file to the specified folder.

New Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

List Folders

Lists all folders in /Shared.

Create Project

Creates a new project.

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Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.

Learn More

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

See Wealthbox CRM Integrations