Motion + Wealthbox CRM
Create tasks in Motion from new tasks in Wealthbox CRM
Improve productivity by establishing a seamless connection between Wealthbox CRM and Motion. With this workflow, every new task created in Wealthbox CRM is instantly mirrored in the Motion app. This streamlined process ensures consistent task management across platforms, saving valuable time and resources.
Improve productivity by establishing a seamless connection between Wealthbox CRM and Motion. With this workflow, every new task created in Wealthbox CRM is instantly mirrored in the Motion app. This streamlined process ensures consistent task management across platforms, saving valuable time and resources.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Creates a new Motion Task
- Free forever for core features
- 14 day trial for premium features & apps
About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
