Create Wealthbox CRM task for new Alegra invoice
You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
Just click on the workflow you want to automate
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Alegra
Choose the app you want to connect Gmail with...
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Want to automate something else in your workflow?
Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsAlegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.
See Alegra IntegrationsMost upvoted product of the month
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