Connect Wealthbox CRM and Aha! to Build Intelligent Automations
Enable Integrations or automations with these events of Wealthbox CRM and Aha!
Enable Integrations or automations with these events of Wealthbox CRM and Aha!
Triggers
New Idea User
Triggers when a new idea user is created in sceduled time.
New Product
Triggers when a new product is created in scheduled time.
Actions
Create a Feature
Creates a new feature in Aha.
Create an Idea User
Create an idea user.
Create a product
Create a product.
Create a release
Create a release.
Create a Note
Create a note.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and Aha! accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in Aha! (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in Aha!. This includes choosing which data fields go into which fields of Aha!, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and Aha! 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 Wealthbox CRM and Aha!. 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 Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn MoreAbout Aha!
Aha! is a comprehensive product management software that helps teams set strategy, prioritize features, create visual roadmaps, and track progress.
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