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 114 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...
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Watershed LRS
New Statement

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

Watershed LRS
Send a Statement

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

Wealthbox CRM
New Task

Triggers when a new task is created.

Wealthbox CRM
Create Contact

Creates a new contact.

Wealthbox CRM
New Event

Triggers when a new event is created.

Wealthbox CRM
Create Event

Creates a new event.

Wealthbox CRM
New Contact

Triggers when a new contact is created.

Wealthbox CRM
Create Task

Creates a new task.

Wealthbox CRM
New Workflow

Triggers when a new workflow is created.

Watershed LRS
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.

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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