Connect Wealthbox CRM and EKM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wealthbox CRM
Choose an Action
Automatically do this!
Create Customer
Create Product
Update Product
Update Product Variant
Enable Integrations or automations with these events of Wealthbox CRM and EKM
Enable Integrations or automations with these events of Wealthbox CRM and EKM
Triggers
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
New Order With Status
Trigger when new order is added that match to the given order status.
Actions
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Update Product Variant
Modify the details of an existing product variant.
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and EKM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in EKM (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in EKM. This includes choosing which data fields go into which fields of EKM, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and EKM 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 EKM. 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.
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