Wealthbox CRM + MaintainX Integration

Integrately lets you integrate Wealthbox CRM and MaintainX instantly - without any learning curve.

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Create Your Own Wealthbox CRM & MaintainX 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
Work order status is changed in MaintainX Instant
Work order is created in MaintainX Instant
Category added to work order in MaintainX 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
Create work order comment in MaintainX
Create new message in MaintainX
Create work order in MaintainX
Create work request in MaintainX

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

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You Can Also Connect Wealthbox CRM or MaintainX 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!

See Wealthbox CRM Integrations

Transform your maintenance operations with MaintainX, a cutting-edge Computerized Maintenance Management System. It helps you streamline work orders, preventive maintenance, and asset management, improving your team's efficiency.

See MaintainX Integrations