Google Docs + Wealthbox CRM Integration

Automatically generates a new document using a pre-designed template

Automatically adds text to a document

Automatically uploads a document to the system

Automatically retrieves the text or data within a document

Automatically searches for a folder

Automatically generates a new document

Automatically locate and retrieve document based on search criteria

Automatically adds a new contact to the database

Automatically finds and retrieves contact information using their email address

Automatically updates contact information with new details

Automatically searches for a workflow template for a workflow

Automatically find information about a contact using the name

Automatically retrieves contact information based on the unique id provided

Automatically creates a new instance of the support system

Automatically updates the opportunity details as needed

Automatically creates a new workflow

Automatically updates the task with new information or changes

Automatically creates a new note in the particular format

Automatically updates a note with new information

Automatically adds a new contact to the contact list

Automatically updates event details with the latest information

Triggers the automation whenever a new event is created

Triggers the automation whenever a workflow is created

Triggers the automation whenever a new task is created

Automatically creates a new project

Automatically updates project information