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

Wealthbox CRM

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.

Filter by Zapier

ZACHARY ASHBURN

Anytime a new note is created in Wealthbox CRM, filter my data in Filter by Zapier and start workflow in Wealthbox CRM.

Start Workflow With New Note

“Anytime a new note is created in Wealthbox CRM, filter my data in Filter by Zapier and start workflow in Wealthbox CRM.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a new note is created in Wealthbox CRM

Filter my data in Filter by Zapier

Start workflow in Wealthbox CRM

This Zap uses the following 2 apps

Wealthbox CRM

Filter by Zapier

Wealthbox CRM + Filter by Zapier