Wealthbox CRM + JobAdder Integration

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Wealthbox CRM + JobAdder Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • JobAdder
    Placement added to folder in JobAdder Instant
  • JobAdder
    Placement is approved in JobAdder Instant
  • JobAdder
    Job status is changed in JobAdder Instant
  • JobAdder
    Contact removed from folder in JobAdder Instant
  • JobAdder
    Contact added to folder in JobAdder Instant
  • JobAdder
    Company removed from folder in JobAdder Instant
  • JobAdder
    Company added to folder in JobAdder Instant
  • JobAdder
    Placement removed from folder in JobAdder Instant
  • JobAdder
    Job application removed from folder in JobAdder Instant
  • JobAdder
    Job application added to folder in JobAdder Instant
  • JobAdder
    Candidate removed from folder in JobAdder Instant
  • JobAdder
    Candidate added to folder in JobAdder Instant
  • JobAdder
    Job removed from folder in JobAdder Instant
  • JobAdder
    Job added to folder in JobAdder Instant
  • JobAdder
    Job application status is changed in JobAdder Instant
  • JobAdder
    Candidate is updated in JobAdder Instant
  • JobAdder
    Company status is changed in JobAdder Instant
  • JobAdder
    Contact status is changed in JobAdder Instant
  • JobAdder
    Interview is scheduled in JobAdder Instant
  • JobAdder
    Placement status is changed in JobAdder Instant
  • JobAdder
    Candidate status is changed in JobAdder Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • JobAdder
    Add note to job in JobAdder
  • JobAdder
    Get job application by job id in JobAdder
  • JobAdder
    Get placement by job id in JobAdder
  • JobAdder
    Search job in JobAdder
  • JobAdder
    Search contact in JobAdder
  • JobAdder
    Search company in JobAdder
  • JobAdder
    Search candidate in JobAdder
  • JobAdder
    Add attachment to job in JobAdder
  • JobAdder
    Add note to placement in JobAdder
  • JobAdder
    Update candidate in JobAdder
  • JobAdder
    Create contact in JobAdder
  • JobAdder
    Create candidate in JobAdder
  • JobAdder
    Add note to company in JobAdder
  • JobAdder
    Add attachment to candidate in JobAdder
  • JobAdder
    Create job in JobAdder
  • JobAdder
    Create company in JobAdder
  • JobAdder
    Add note to contact in JobAdder
  • JobAdder
    Add note to candidate in JobAdder
  • JobAdder
    Add candidate to a job in JobAdder
  • JobAdder
    Add note to job application in JobAdder
  • JobAdder
    Update contact in JobAdder
  • JobAdder
    Update company in JobAdder
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