Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

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

Wealthbox CRM (1.56.6)

Micah Porter

Anytime a new saved message is created in Slack, create task in Wealthbox CRM.

Slack Saved Message Create Wealthbox Task - Ashley

“Anytime a new saved message is created in Slack, create task in Wealthbox CRM.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new saved message is created in Slack

Create task in Wealthbox CRM

This Zap uses the following 2 apps

Slack

Wealthbox CRM (1.56.6)

Slack + Wealthbox CRM (1.56.6)