essensys Operate + Wealthbox CRM

Create new essensys Operate accounts for Wealthbox CRM contacts

Efficiently manage your new contacts with this automation between Wealthbox CRM and essensys Operate. When a new contact is added in Wealthbox CRM, this workflow instantly creates an account for them in essensys Operate. Enjoy a streamlined process and ensure your contacts are always up-to-date without any manual effort.

Efficiently manage your new contacts with this automation between Wealthbox CRM and essensys Operate. When a new contact is added in Wealthbox CRM, this workflow instantly creates an account for them in essensys Operate. Enjoy a streamlined process and ensure your contacts are always up-to-date without any manual effort.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    essensys Operateessensys Operate
    Create Account

    Creates a new account.

    ActionWrite
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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
essensys logo
essensys logo

About essensys Operate

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

Related categories

  • Website Builders

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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

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