1 Click Integrations
When Task is created in Wealthbox CRM, send message via thanks.io

How You Can Integrate Apps in 5 Mins Using Integrately?

  • Select you automation
  • Customize(Optional)
  • Test & make it live

You can also build your own automations

Integrate Now
When Task is created in Wealthbox CRM, send message via thanks.io

You Can Also Create Your Own Integrations

When this happens
  • 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
  • List workflow templates in Wealthbox CRM
Do this
  • 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
  • Find order by ID in thanks.io
  • Create a recipient in thanks.io
  • Delete a recipient by Address in thanks.io
  • Send Postcard in thanks.io
  • Send Letter in thanks.io
  • Send Notecard in thanks.io
  • Send Notecard via Radius Search in thanks.io
  • Send Postcard via Radius Search in thanks.io
  • Send Letter via Radius Search in thanks.io

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