logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    Vivantio
    Wealthbox CRM
    Help Desk

    Vivantio and Wealthbox CRM integration

    Build smart, no-code workflows with Vivantio and Wealthbox CRM using triggers, actions, and AI logic—automate any process in minutes.

    Start for free

    no time limits on the free plan

    no credit card required

    Icon

    Clear pricing with no hidden fees

    Icon

    Efficient transaction management = lower costs

    Icon

    Move your historical data in just a few clicks

    Icon

    Talk to support that actually helps—fast

    Trusted by 10,000+ teams around the world

    Best results
    G2 High Performer 2025
    G2 Regional Leader 2025
    G2 Grid Leader 2025
    Capterra Best Value 2025
    gdpr
    Soc 2
    PH Top of the Day
    Golden Kitty
    PH Product of the Month
    app.integrationsTrustSection.testimonial.author

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for Wealthbox CRM and Vivantio integration

    In Vivantio and Wealthbox CRM integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 10

    Wealthbox CRM integration

    Contact Update

    Triggers

    Try it now!
    Wealthbox CRM integration

    New Note

    Triggers

    Try it now!

    Actions 35

    Vivantio integration

    Create Ticket

    Actions

    Try it now!
    Vivantio integration

    Adds a Note to a Ticket

    Actions

    Try it now!
    Wealthbox CRM integration

    Create a new Contact

    Actions

    Try it now!
    Wealthbox CRM integration

    Find Contact

    Actions

    Try it now!

    What users say about Albato

    capterrastars
    g2stars

    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

    Verified user
    Verified user
    G2 reviews

    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect Vivantio to Wealthbox CRM

    Create powerful Vivantio integration with Wealthbox CRM in just a few simple steps.

    STEP 1

    Connect Vivantio to Wealthbox CRM

    Log in to Albato, select Vivantio and Wealthbox CRM, and follow the quick setup steps—no coding required. Integrate Vivantio with Wealthbox CRM with just a few clicks!

    ShopifyFacebookVivantio integrationVivantio integrationSlackClickup
    STEP 2

    Build a workflow for your Vivantio and Wealthbox CRM integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Vivantio integrationArrow

    Trigger

    Arrow
    Down
    Wealthbox CRM integrationCheck

    Actions

    Down
    STEP 3

    Map your data

    Pick the fields you want to transfer between Vivantio and Wealthbox CRM. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Vivantio + Wealthbox CRM integration and access all premium features.

    Get started free7-Day free trial

    How does the integration with Vivantio and Wealthbox CRM works in Albato?

    Try this integration

    7-Day free trial!

    Wealthbox CRM integration with Vivantio

    Vivantio integrations

    Vivantio

    Categories

    • Help Desk

    Alternative Apps

    DOMA.AI integrations
    Documentero integrations
    FMX integrations
    Freshworks (Freshdesk) integrations
    Help Scout integrations
    HelpDeskEddy integrations
    Jira Service Management integrations
    Pact integrations
    Wealthbox CRM integrations

    Wealthbox CRM

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations

    Learn how to connect Wealthbox CRM to Vivantio

    previous
    next

    Frequently asked questions about Vivantio and Wealthbox CRM Integration

    Why is Albato the best alternative to Zapier for integrating Vivantio and Wealthbox CRM?

    collapsed
    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Vivantio and Wealthbox CRM. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Vivantio and Wealthbox CRM, Albato is the way to go!

    Does Vivantio integrate with Wealthbox CRM on the free plan?

    collapsed
    Yes, you can integrate Vivantio with Wealthbox CRM using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Wealthbox CRM and Vivantio integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Vivantio Wealthbox CRM integration at no cost.

    How to connect Wealthbox CRM to Vivantio for scheduled syncs?

    collapsed
    To sync Wealthbox CRM with Vivantio on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Vivantio integration with Wealthbox CRM seamless and tailored to your specific needs.

    Does Vivantio integrate with Wealthbox CRM in real time?

    collapsed
    Yes, Vivantio integrates with Wealthbox CRM in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Vivantio integration with Wealthbox CRM instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Vivantio and Wealthbox CRM integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Wealthbox CRM integration with Vivantio, ensuring your workflows operate according to your requirements.

    How to connect Vivantio to Wealthbox CRM?

    collapsed
    Setting up an integration between Vivantio and Wealthbox CRM on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Vivantio and Wealthbox CRM from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Vivantio (the trigger) that will cause an action in Wealthbox CRM, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Vivantio and Wealthbox CRM, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Vivantio and Wealthbox CRM, automating your workflows and saving you time.

    How to connect Vivantio to Wealthbox CRM to sync historical data?

    collapsed
    To sync Vivantio with Wealthbox CRM and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Wealthbox CRM integration with Vivantio, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Wealthbox CRM to Vivantio for two-way synchronization?

    collapsed
    To integrate Wealthbox CRM with Vivantio for two-way synchronization, Albato uses a system of triggers and actions. You can link Vivantio to Wealthbox CRM by setting up two separate automations. The first automation sent data from Vivantio to Wealthbox CRM. For instance, when a record is created or updated in Vivantio, the automation ensures the changes are reflected in Wealthbox CRM. The second automation works in reverse, updating Vivantio when changes occur in Wealthbox CRM.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Wealthbox CRM Vivantio integration and keeps your data consistent across both platforms.

    Build your automation for free!

    Get started