Create payment requests in Veem for new Wealthbox CRM contacts
Simplify your payment process with this efficient workflow. When a new contact is added in Wealthbox CRM, a payment request is instantly sent using the Veem app. Stay organized and save time by streamlining CRM tasks and payment requests with this seamless automation.
Simplify your payment process with this efficient workflow. When a new contact is added in Wealthbox CRM, a payment request is instantly sent using the Veem app. Stay organized and save time by streamlining CRM tasks and payment requests with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Request Payment
Requests a payment.
- Free forever for core features
- 14 day trial for premium features & apps