SMS by Zapier + Gmail + Wealthbox CRM Integrations
How to connect SMS by Zapier + Gmail + Wealthbox CRM
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Do even more with SMS by Zapier + Gmail + Wealthbox CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, Gmail, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.
Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.Action
New AttachmentTriggers when you receive a new attachment (triggers once per attachment).Trigger- New LabelTriggers when you add a new label.Trigger
- New Labeled EmailTriggers when you label an email.Trigger
- New EmailTriggers when a new e-mail appears in the specified mailbox.Trigger
- New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.Trigger
- New Starred EmailTriggers when you receive a new email and star it within two days.Trigger
- New ThreadTriggers when a new thread starts.Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Create (but do not send) a draft of a reply to an existing email.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
- Wealthbox CRM
Triggers when a new comment is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new contact is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new event is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
- Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
- Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
- Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
- Wealthbox CRM
Creates a new contact.
Scheduled
Action
- Wealthbox CRM
Creates a new event.
Scheduled
Action
- Wealthbox CRM
Creates a new note.
Scheduled
Action
- Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
- Wealthbox CRM
Creates a new project.
Scheduled
Action
- Wealthbox CRM
Creates a new task.
Scheduled
Action
- Wealthbox CRM
Creates a new household.
Scheduled
Action
- Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
- Wealthbox CRM
Find a contact.
Scheduled
Action
- Wealthbox CRM
Find or Create a Contact
Scheduled
Action
Connect your apps and automate workflows
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How SMS by Zapier + Gmail + Wealthbox CRM Integrations Work
- Step 1: Authenticate SMS by Zapier, Gmail, and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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