Wealthbox CRM + DocuWare Integration

Integrately lets you integrate Wealthbox CRM and DocuWare instantly - without any learning curve.
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Create Automation

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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
Document is added in DocuWare Instant

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Replace a file in DocuWare
Delete document in DocuWare
Download document in DocuWare
Update document index fields in DocuWare
Transfer document in DocuWare
Append a file in DocuWare
Delete a file in DocuWare
Download a file in DocuWare
Get file cabinets in DocuWare
Get dialogs in DocuWare
Get document information in DocuWare
Store in file cabinet in DocuWare
Search document in DocuWare
Get stamps in DocuWare
Place a stamp in DocuWare
Import to document tray in DocuWare

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Integrate Wealthbox CRM & DocuWare In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & DocuWare with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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You Can Also Connect Wealthbox CRM or DocuWare With 1100+ Other Apps

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 Integrations

DocuWare is a doc management and workflow automation tool that helps digitize, secure, and automate document handling. Its features, like automated invoice processing and secure archiving, empower your remote teams and enhance operational efficiency.

See DocuWare Integrations