Connect Wealthbox CRM and Libeo to Build Intelligent Automations
Enable Integrations or automations with these events of Wealthbox CRM and Libeo
Enable Integrations or automations with these events of Wealthbox CRM and Libeo
Actions
Delete Invoice
Deletes an invoice
Create Invoice
Creates an Invoice ready to be paid.
Create Supplier
Creates a new supplier
Search Supplier
Search supplier by its name, siret or siren
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and Libeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in Libeo (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in Libeo. This includes choosing which data fields go into which fields of Libeo, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and Libeo 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 Libeo. 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 Libeo
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
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