Send rewards in Giftbit for new workflows in Wealthbox CRM
Boost your client relations by rewarding them each time a new workflow is initiated in Wealthbox CRM. With this automation, every new workflow in Wealthbox will result in a reward being sent via Giftbit. This smooth process not only fosters positivity, but saves you time and efforts involved in manual entries. Enhance your client management efficiency and leave a lasting impression with your clientele.
Boost your client relations by rewarding them each time a new workflow is initiated in Wealthbox CRM. With this automation, every new workflow in Wealthbox will result in a reward being sent via Giftbit. This smooth process not only fosters positivity, but saves you time and efforts involved in manual entries. Enhance your client management efficiency and leave a lasting impression with your clientele.
- When this happens...New Workflow
Triggers when a new workflow is created.
- automatically do this!Send Reward
Sends a gift card reward by email.
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