Connect Wealthbox CRM and Mini Course Generator to Build Intelligent Automations
Enable Integrations or automations with these events of Wealthbox CRM and Mini Course Generator
Enable Integrations or automations with these events of Wealthbox CRM and Mini Course Generator
Triggers
New Learner
Triggers when a new learner is added to a collection.
Course Collection Completed
Triggers when a user completes a course collection.
Course Completed
Triggers when a user completes a course.
Actions
List Course Collection
List course collections.
List Course
List course
Add Learner
Adds a learner to your course or collection.
Remove Learner
Removes a learner from the selected course collections.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and Mini Course Generator accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in Mini Course Generator (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in Mini Course Generator. This includes choosing which data fields go into which fields of Mini Course Generator, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and Mini Course Generator 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 Mini Course Generator. 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 Mini Course Generator
Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.
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