Connect Wealthbox CRM and cim to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wealthbox CRM
Choose an Action
Automatically do this!
- Request a new Action for cim
Integrate Wealthbox CRM with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and cim accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in cim (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in cim. This includes choosing which data fields go into which fields of cim, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and cim 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 cim. 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 cim
CIM is an analytics tool that helps building operation teams monitor their building’s energy and equipment performance.
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