How to connect Wealthbox CRM + Egnyte
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Triggers when a new comment is created.Try ItTriggerInstant
Triggers when a new event is created.Try ItTriggerInstant
Triggers when a new opportunity is created.Try ItTriggerInstant
Triggers when a Task has been completed. Non-repeating tasks only.Try ItTriggerInstant
Triggers when a new contact is created.Try ItTriggerInstant
Triggers when a new note is created.Try ItTriggerInstant
Triggers when a new project is created.Try ItTriggerInstant
Triggers when a new task is created.Try ItTriggerInstant
How Wealthbox CRM + Egnyte Integrations Work
- Step 1: Authenticate Wealthbox CRM and Egnyte.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.
Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.
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