Backendless + Wealthbox CRM

Add new Wealthbox CRM contacts to Backendless as saved objects

Easily manage your contacts and save time with this efficient workflow. When a new contact is added to Wealthbox CRM, this automation will create a new object in Backendless with the same information. Stay organized and ensure your contacts are always up-to-date across both platforms without lifting a finger.

Easily manage your contacts and save time with this efficient workflow. When a new contact is added to Wealthbox CRM, this automation will create a new object in Backendless with the same information. Stay organized and ensure your contacts are always up-to-date across both platforms without lifting a finger.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    BackendlessBackendless
    Save New Object

    Saves a new object in the database in the chosen data table.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
backendless-cloned-da66078 logo
backendless-cloned-da66078 logo

About Backendless

Backendless is a Visual Application Development Platform. With Backendless you can streamline the process of developing highly scalable mobile and web applications by using our universal backend system and very intuitive UI development interface.

Related categories

  • App Builder

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier