Create GoCanvas dispatches for new Wealthbox CRM contacts
Efficiently manage your client database with this seamless workflow between Wealthbox CRM and GoCanvas apps. Whenever a new contact is added to your Wealthbox CRM, this automation will instantly create a dispatch in the GoCanvas app, saving you time and ensuring consistent client data across both platforms. Streamline your processes and focus on building relationships with your customers.
Efficiently manage your client database with this seamless workflow between Wealthbox CRM and GoCanvas apps. Whenever a new contact is added to your Wealthbox CRM, this automation will instantly create a dispatch in the GoCanvas app, saving you time and ensuring consistent client data across both platforms. Streamline your processes and focus on building relationships with your customers.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Dispatch
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
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