Wealthbox CRM + Egnyte Integrations
How to connect Wealthbox CRM + Egnyte
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New CommentTriggers when a new comment is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New EventTriggers when a new event is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Task CompleteTriggers when a Task has been completed. Non-repeating tasks only.Trigger
- New TaskTriggers when a new task is created.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
- Egnyte
Triggers when a new file appears in the folder.
Scheduled
Trigger
- Egnyte
Lists all folders in /Shared.
Scheduled
Trigger
- Egnyte
Uploads a file to the specified folder.
Scheduled
Action
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.
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