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Wealthboxis a robust CRM platform designed specifically for financial advisors. With its intuitive interface and powerful features, Wealthbox has become a go-to solution for professionals aiming to manage client relationships, track sales pipelines, and streamline their daily workflows.
But what if you could take Wealthbox's capabilities even further? That's where Albato comes in. Albato is a no-code automation platform that allows you to integrate Wealthbox with other applications, enhancing its functionality and saving you valuable time.
Available Triggers:
Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.
- New Contact
- Contact Update
- New Note
- New Opportunity
- Opportunity Update
- New Project
- Event Update
- New Event
- New Task
- Task Complete
Available Actions:
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Create a new Contact
- Find Contact
- Create a new Note
- Create a new Project
- Create a new Task and assign it to a User
- Create a new Event
- Custom API request
Before setting up integrations with Wealthbox connect the app to Albato.
To do this, go to the Apps section and click the Add a connection button.
Select the app and click the Add a connection button.
Come up with a name for your connection and click the Continue button.
Grant Albato access to your Wealthbox account.
You'll see the Wealthbox CRM authorization window pop up. Enter your email address and password, then click Log in to Wealthbox.
The connection is ready!
