noCRM.io + Wealthbox CRM Integration

Automatically creates a new lead

Automatically adds a new activity to a lead

Automatically assigns tag to a lead based on predefined criteria

Automatically updates lead status based on predefined criteria

Automatically retrieves information for a particular lead using their email

Automatically updates the title of a lead

Automatically assigns leads to particular users for follow-up

Automatically creates a new comment on a lead

Automatically creates a new workspace

Automatically updates the lead's current step in the workflow process

Automatically sets the amount and probability of a lead

Automatically sets the estimated closing date for a lead

Automatically adds an attachment to a lead

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