Wealthbox CRM + Rise Integration

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Create Your Own Wealthbox CRM & Rise Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Triggers the automation whenever any opportunity is updated
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Triggers the automation whenever new content is created
Comment is created in Wealthbox CRM
Triggers the automation whenever a new contact is created
Event is created in Wealthbox CRM
Automatically retrieves a contact's information based on their ID
Project is created in Wealthbox CRM
Triggers the automation whenever a new project is created
Note is created in Wealthbox CRM
Triggers the automation whenever a new note is created
Course Completed in Rise
Triggers the automation whenever a course is completed
Instant
Course Submitted in Rise
Triggers the automation whenever a course is successfully submitted by owner
Instant
User created in Rise
Triggers the automation whenever a new user is created
Instant
Enrollment created in Rise
Triggers the automation whenever a new enrollment is created
Instant

Create Contact in Wealthbox CRM
Automatically adds a new contact to the database
Search contact by email in Wealthbox CRM
Automatically finds and retrieves contact information using their email address
Update Contact in Wealthbox CRM
Automatically updates contact information with new details
Search contact by phone in Wealthbox CRM
Automatically searches for a workflow template for a workflow
Search contact by name in Wealthbox CRM
Automatically find information about a contact using the name
Get contact by id in Wealthbox CRM
Automatically retrieves contact information based on the unique id provided
Create Opportunity in Wealthbox CRM
Automatically creates a new instance of the support system
Update Opportunity in Wealthbox CRM
Automatically updates the opportunity details as needed
Create Task in Wealthbox CRM
Automatically creates a new workflow
Update Task in Wealthbox CRM
Automatically updates the task with new information or changes
Create Note in Wealthbox CRM
Automatically creates a new note in the particular format
Update Note in Wealthbox CRM
Automatically updates a note with new information
Create Event in Wealthbox CRM
Automatically adds a new contact to the contact list
Update Event in Wealthbox CRM
Automatically updates event details with the latest information
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Triggers the automation whenever a new event is created
Update workflow in Wealthbox CRM
Triggers the automation whenever a workflow is created
Search workflow template for workflow in Wealthbox CRM
Triggers the automation whenever a new task is created
Create Project in Wealthbox CRM
Automatically creates a new project
Update Project in Wealthbox CRM
Automatically updates project information
Create invitation in Rise
Automatically sends a new invitation
Search User in Rise
Automatically searches for a user
Search Invitation in Rise
Automatically searches for an invitation

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Integrate Wealthbox CRM & Rise In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Rise 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

Rise provides you with the fully-integrated solution to create, take, and manage your training. Rise gives you the tools to lead a fun and effective classroom experience.

See Rise Integrations