Wealthbox CRM + Canny Integration
Connect Wealthbox CRM to Canny in 1 click
Free forever.Use premium features free for 14 days.1.
Opportunity is created in Wealthbox CRM- Contact is created in Wealthbox CRM
- Task is created in Wealthbox CRM
- Workflow is created in Wealthbox CRM
- Comment is created in Wealthbox CRM
- Event is created in Wealthbox CRM
- Project is created in Wealthbox CRM
- Note is created in Wealthbox CRM
Post is created in Canny Instant- Post status is changed in Canny Instant
- Post JIRA issue is linked in Canny Instant
- Comment is created in Canny Instant
- Vote is created in Canny Instant
2.
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Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Wealthbox CRM opportunity for new Autopilot contact
Create Wealthbox CRM contact for new Autopilot contact
Create Wealthbox CRM task for new Block Survey form response
Create Wealthbox CRM contact for new WordPress user
Create Wealthbox CRM contact for new Cognito Forms entry
Create Wealthbox CRM opportunity for new Autopilot contact
Create Wealthbox CRM contact for new Autopilot contact
Create Wealthbox CRM task for new Block Survey form response
Create Wealthbox CRM contact for new WordPress user
Create Wealthbox CRM contact for new Cognito Forms entry
Create Wealthbox CRM contact for new Notion database item
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Create Chatwork task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Ontraport response
Create Clockify task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Notion database item
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Create Chatwork task for new Wealthbox CRM opportunity
Create Wealthbox CRM contact for new Ontraport response
Create Clockify task for new Wealthbox CRM opportunity
Top 10 Most Popular Canny Automations from
Integrately Community
Most popular
01
Create ClickUp task for new Canny post
02
Create Monday.com item for new Canny post
03
Create Plutio task for new Canny post
04
Create Notion database item for new Canny post
05
Send Chatwork message for new Canny comment
Most popular
01
Create ClickUp task for new Canny post
02
Create Monday.com item for new Canny post
03
Create Plutio task for new Canny post
04
Create Notion database item for new Canny post
05
Send Chatwork message for new Canny comment
06
Send Slack message for new Canny post
07
Create GitHub issue from new Canny post
08
Create Jira Software Server issue from new Canny post
09
Send Brevo (Sendinblue) email for new Canny post
10
Send Slack message for new Canny post
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Wealthbox CRM + Canny Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Wealthbox CRM or Canny With 1400+ Other Apps
Wealthbox CRM
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!
Canny
Canny is an all-in-one customer feedback tool. It allows you to set up custom workflows that automate how customer feedback gets handled - from the moment it's received to when it's resolved.
