JANDI + Wealthbox CRM
Create and send JANDI webhooks for new Wealthbox CRM contacts
Stay updated with your Wealthbox CRM contacts by sending real-time notifications to your JANDI app. With this workflow, whenever a new contact is added to Wealthbox CRM, an incoming webhook will be sent to JANDI, instantly notifying your team. Streamline communication and keep everyone in the loop with one simple automation.
Stay updated with your Wealthbox CRM contacts by sending real-time notifications to your JANDI app. With this workflow, whenever a new contact is added to Wealthbox CRM, an incoming webhook will be sent to JANDI, instantly notifying your team. Streamline communication and keep everyone in the loop with one simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Incoming Webhook
Send a Incoming Webhook
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
