Wealthbox CRM + Filestage Integration

Connect Wealthbox CRM to Filestage - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Filestage automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Wealthbox CRM + Filestage integration.
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Wealthbox CRM + Filestage Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation when any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM

    Triggers the automation when a new contact is created

  • Wealthbox CRM
    Task is created in Wealthbox CRM

    Triggers the automation when a new task is created

  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation when a workflow is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation when a new comment is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Triggers the automation when a new event is created

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation when a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation when a new note is created

  • Filestage
    File is created in Filestage

    Triggers the automation when a particular action in the workflow fails

  • Filestage
    File is approved in Filestage

    Triggers the automation when a particular action in the workflow fails

  • Filestage
    Review decision is submitted in Filestage

    Triggers the automation when a review decision is submitted

  • Filestage
    Project is created in Filestage

    Triggers the automation when a new project is created

  • Filestage
    Step is created in Filestage

    Triggers the automation when a new step is created

2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Finds information about a contact using the phone number

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Finds information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Retrieves a contact's information based on their id

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Creates a new task

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM

    Retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Creates a new workflow

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Updates the workflow with new changes or information

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Searches for a workflow template for a workflow

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Updates project information

  • Filestage
    Create project in Filestage

    Creates a new project

  • Filestage
    Upload file in Filestage

    Uploads a file to the particular location

  • Filestage
    Create step in Filestage

    Generates a new step in the workflow

  • Filestage
    Add reviewer to step in Filestage

    Assigns a reviewer to a step in the workflow

  • Filestage
    Create comment in Filestage

    Generates a new comment

  • Filestage
    Archive/Unarchive project in Filestage

    Manage project archiving and unarchiving based on pre-defined criteria

  • Filestage
    Move file to step in Filestage

    Move a file to a step in the workflow

  • Filestage
    Create folder in Filestage

    Creates a new folder in the designated location

  • Filestage
    Search comment by file in Filestage

    Searches for comments by file

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Integrate Wealthbox CRM & Filestage In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Filestage With 1200+ Other Apps

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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!

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Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage Integrations

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