Wealthbox CRM + Parsio Integration

Connect Wealthbox CRM to Parsio in clicks

What Do You Want To Automate?

When

Project is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Task is created in Wealthbox CRM
Note is created in Wealthbox CRM
Event is created in Wealthbox CRM
Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Document is parsed (Nested tables) in Parsio Instant
Attachment is recieved in Parsio Instant
Document is parsed (Flat tables) in Parsio Instant
Table is parsed in Parsio Instant

Automatically

Find workflow by id in Wealthbox CRM
Create Project in Wealthbox CRM
Create Contact in Wealthbox CRM
Create Task in Wealthbox CRM
Create Event in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Create Note in Wealthbox CRM
Find contact by email in Wealthbox CRM
Find contact by name in Wealthbox CRM
Find contact by phone in Wealthbox CRM
Find contact by id in Wealthbox CRM
Start workflow in Wealthbox CRM
Find workflow template for workflow in Wealthbox CRM
Update Contact in Wealthbox CRM
Update Event in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Update Note in Wealthbox CRM
Update Project in Wealthbox CRM
Update Task in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM

You can also customize or create your own automation and add conditions and
multiple actions etc. And that is also really easy in Integrately.

What is Integrately?

Integrately is a 1 click integration platform for non-techies. You can also build
your own automations, without any code.

Ready Automations
For 850+ Apps

All you need to do is select automation and
activate it. That’s it.

Connect Wealthbox CRM to Parsio For Free

In Just 1 Click!

You Can Also Integrate Wealthbox CRM & Parsio With 850+ 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

Parsio offers a solution to quickly extract and analyze data from your emails. Whether it be an email campaign, a newsletter or a transactional message, Parsio will help you understand your customers and boost your sales.

See Parsio Integrations

Why Wealthbox CRM & Parsio Users ❤ Integrately

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & Parsio with 850+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.