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Connect Wealthbox CRM to Egnyte and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Wealthbox CRM with Egnyte - no code necessary. See how you can get setup in minutes.

Select a trigger from Wealthbox CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Wealthbox CRM, a trigger could be "New Comment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Egnyte

An action is what takes place after the automation is triggered. For example, with Egnyte, the action could be "Upload File."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect Wealthbox CRM and Egnyte to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

Connect Wealthbox CRM and Egnyte to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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