Connect ProductPlan and Wealthbox CRM to Build Intelligent Automations
Enable Integrations or automations with these events of ProductPlan and Wealthbox CRM
Enable Integrations or automations with these events of ProductPlan and Wealthbox CRM
Triggers
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
Actions
Create New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
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Frequently Asked Questions
To start, connect both your ProductPlan and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how ProductPlan 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 ProductPlan 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 ProductPlan 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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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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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