Connect Detectify and Wealthbox CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Detectify and Wealthbox CRM
Enable Integrations or automations with these events of Detectify and Wealthbox CRM
Triggers
New Asset
Trigger when a new Asset is Created.
New Group
Trigger when a new Group is created.
Actions
Add Asset
Add new asset for the team.
Delete Asset
Delete an Existing Asset.
Create Group
Create a new group in Detectify with a required name and optional description.
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Frequently Asked Questions
To start, connect both your Detectify and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Detectify triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how Detectify data is recorded in Wealthbox CRM . This includes choosing which data fields go into which fields of Wealthbox CRM , setting up custom formats, and filtering out unwanted information.
The data sync between Detectify and Wealthbox CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Detectify and Wealthbox CRM . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Detectify
Detectify is a powerful web security service that helps you identify and manage vulnerabilities in your web applications. It offers automated security scanning and continuous monitoring to ensure your web assets are protected against potential threats.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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