red-amber.green + Wealthbox CRM Integration

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red-amber.green + Wealthbox CRM Integration

Monitor status is changed in red-amber.green
Triggers the automation when there is a change in the status of a monitor
Instant
Opportunity is created in Wealthbox CRM
Triggers the automation when any opportunity is updated
Contact is created in Wealthbox CRM
Triggers the automation when a new contact is created
Task is created in Wealthbox CRM
Triggers the automation when a new task is created
Workflow is created in Wealthbox CRM
Triggers the automation when a workflow is created
Comment is created in Wealthbox CRM
Triggers the automation when a new comment is created
Event is created in Wealthbox CRM
Triggers the automation when a new event is created
Project is created in Wealthbox CRM
Triggers the automation when a new project is created
Note is created in Wealthbox CRM
Triggers the automation when a new note is created

Change monitor status to green in red-amber.green
Updates monitor status to green
Change monitor status in red-amber.green
Changes the status of a monitor
Change monitor status to red in red-amber.green
Change the status of the monitor to red
Change monitor status to amber in red-amber.green
Set the monitor status to amber
Create Contact in Wealthbox CRM
Adds a new contact to the database
Search contact by email in Wealthbox CRM
Finds and retrieves contact information using their email address
Update Contact in Wealthbox CRM
Updates contact information with new details
Search contact by phone in Wealthbox CRM
Finds information about a contact using the phone number
Search contact by name in Wealthbox CRM
Finds information about a contact using the name
Get contact by id in Wealthbox CRM
Retrieves a contact's information based on their id
Create Opportunity in Wealthbox CRM
Creates a new instance of the support system
Update Opportunity in Wealthbox CRM
Updates the opportunity details as needed
Create Task in Wealthbox CRM
Creates a new task
Update Task in Wealthbox CRM
Updates the task with new information or changes
Create Note in Wealthbox CRM
Creates a new note in the particular format
Update Note in Wealthbox CRM
Updates a note with new information
Create Event in Wealthbox CRM
Adds a new contact to the contact list
Update Event in Wealthbox CRM
Updates event details with the latest information
Get workflow by id in Wealthbox CRM
Retrieves contact information based on the unique id provided
Create workflow in Wealthbox CRM
Creates a new workflow
Update workflow in Wealthbox CRM
Updates the workflow with new changes or information
Search workflow template for workflow in Wealthbox CRM
Searches for a workflow template for a workflow
Create Project in Wealthbox CRM
Creates a new project
Update Project in Wealthbox CRM
Updates project information

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You Can Also Connect red-amber.green or Wealthbox CRM With 1200+ Other Apps

Red amber green gives you insight into how your business processes are performing, while ensuring that your team members are aware of the current status. This helps you make decisions faster and with more confidence.

See red-amber.green Integrations

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