Watershed LRS + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Watershed LRS and Wealthbox CRM, with as many as 29 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Watershed LRS + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Statement

Triggers when a new statement is added to the Learning Record Store.

Send a Statement

Sends a Tin Can statement to the Watershed LRS. This action provides fields for you to complete to build the statement.

New Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

New Workflow

Triggers when a new workflow is created.

Send a Statement (Advanced)

Please only use this action if you have been explicitly instructed to do so by an expert. Consider the simple 'Send a Statement' action instead.

.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Watershed LRS is a learning analytics platform that provides actionable insights from your training and performance data. Watershed collects data from a wide range of sources into one place. You can use Watershed's report cards to analyse this data, evaluate your learning programmes and measure the performance of your workforce.

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

See Wealthbox CRM Integrations