Loading

SMS by Zapier + Gmail + Wealthbox CRM Integrations

How to connect SMS by Zapier + Gmail + Wealthbox CRM

Zapier lets you send info between SMS by Zapier, Gmail, and Wealthbox CRM automatically—no code required.

When this happens...
automatically do this...
then do this!

Top companies trust Zapier to automate work and free up time

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.

Supported triggers and actions

What does this mean?
  • SMS by Zapier triggers, actions, and search
    Send SMS
    Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
    Action
    Write
  • Gmail triggers, actions, and search
    New Attachment
    Triggers when you receive a new attachment (triggers once per attachment).
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Label
    Triggers when you add a new label.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Labeled Email
    Triggers when you label an email.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Email
    Triggers when a new e-mail appears in the specified mailbox.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Email Matching Search
    Triggers when you receive a new email that matches a search string you provide.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Starred Email
    Triggers when you receive a new email and star it within two days.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Thread
    Triggers when a new thread starts.
    Trigger
    Scheduled
  • 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

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

How SMS by Zapier + Gmail + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate SMS by Zapier, Gmail, and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
sms logo

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

  • Phone & SMS
  • Zapier
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

Similar apps

IMAP by Zapier integrations

IMAP by Zapier

Email, Zapier
SMTP by Zapier integrations

SMTP by Zapier

Email, Zapier
Microsoft Office 365 integrations

Microsoft Office 365

Email, Microsoft
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.