Wealthbox Tích hợp
EffiAI cho phép bạn kết nối Wealthbox với các ứng dụng phổ biến nhất, vì vậy bạn có thể tự động hóa công việc của mình và có nhiều thời gian hơn cho những gì quan trọng nhất - không cần mã.
Bắt đầu miễn phíWealthbox Kích hoạt
New Task
Fires when a new task is created
Scheduled New Event
Fires when a new event is created
Scheduled New Contact
Fires when a new contact is created
Scheduled New Opportunity
Fires when a new opportunity is created
Scheduled Wealthbox Hành động
Create Contact
Adds a new contact with rich details (name, address, email, tags, etc.)
Create Project
Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.
Create Household
Creates a household record with emails, tags. Group family member contacts into one household.
Create Opportunity
Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.
Start Workflow
Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.
Find Task
Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.
Create Note
Adds a note linked to a contact. Log call summaries against client records.
Add Member to Household
Adds a member to an existing household. Link multiple contacts under one family unit.
Create Event
Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.
Create Task
Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.
Find Contact
Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.