created by Sphynx Team
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 6 steps …
- 3.5 minutes to set up
- Get back 1.2 hrs /week
- 3 people use this zap
This Zap uses the following 4 apps
Webhooks by Zapier
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.