Connect Wealthbox to
Anything with CloudQix
Automate Wealthbox workflows and sync data across
your entire tech Wealthbox— no code required.
Jumpstart with Ready-to-Use Wealthbox Automations
Gravity Forms To Wealthbox
CRM
Connect Gravity Forms with Wealthbox to automatically create new contacts when a form is submitted. This integration streamlines client onboarding…
How Wealthbox Integrations Work with CloudQix
1. Connect Wealthbox
Securely link your Wealthbox
account to the CloudQix
platform.
2. Select a Trigger
Choose the event in
Wealthbox that will
start your workflow.
3. Choose an Action
Decide what should happen
in another app when the
trigger occurs.
4. Customize & Test
Adjust any settings, test the
workflow, and make sure that
data flows correctly.
5. Automate Workflows
Run your workflow automatically,
track performance, and update
anytime — no coding needed.
Supported Wealthbox Actions & Triggers
- Create, get all, and delete contacts
Connect Wealthbox to Any of These Apps
More Messaging Integrations
Here are other popular integrations used by teams working with Wealthbox:
- Gmail
- HubSpot
- Square
- Stripe
- QuickBooks
Ready to Automate
Wealthbox Workflows?
Start your free trial today or speak to a specialist to see how CloudQix streamlines Wealthbox workflows.
