Wealthbox CRM + GitHub Integration

Connect Wealthbox CRM to GitHub in 1 click

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Popular Wealthbox CRM + GitHub Workflows

Create Wealthbox CRM task from new GitHub issue

GitHub + Wealthbox CRM Integration

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Create Your Own Wealthbox CRM & GitHub Integration Without Any Code

Create Custom Workflow

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
Commit is created in GitHub
Issue is created in GitHub
Repo issue is created in GitHub
Issues assigned to me from a GitHub organization in GitHub
Repository is created in GitHub
Pull request is created in GitHub
Release is created in GitHub
Repo event is created in GitHub
Commit comment is created in GitHub
Gist is created in GitHub
Team is created in GitHub
Milestone is created in GitHub
Branch is created in GitHub
Organization is created in GitHub
Label is created in GitHub
Collaborator is created in GitHub

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
Create issue in GitHub
Update issue in GitHub
Create an issue comment in GitHub
Create pull request in GitHub
Update pull request in GitHub
Create gist in GitHub
Search Repository in GitHub
Search user in GitHub
Search pull requests in GitHub
Search issue in GitHub
Delete branch protection in GitHub

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You Can Also Connect Wealthbox CRM or GitHub With 1200+ 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!

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GitHub gives you and your team access to the tools you need to build better software, faster. From open source to business, you can host and review code, manage projects, and build software alongside millions of other developers.

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