Connect Wealthbox CRM and PostHog to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wealthbox CRM
Choose an Action
Automatically do this!
Capture Event
List Users
List all Organizations
List all Project
List all Members
Create Project
Rename Project
Delete Project
Get all Cohorts
Get all Person in cohorts
Get All Events For Person
Add or Update Person Properties
Enable Integrations or automations with these events of Wealthbox CRM and PostHog
Enable Integrations or automations with these events of Wealthbox CRM and PostHog
Actions
Capture Event
Record a user event in PostHog using a distinct user ID and optional properties.
List Users
Retrieve a paginated list of PostHog users, optionally filtered by email or staff status.
List all Organizations
List all organizations
List all Project
List all project
List all Members
List all members
Create Project
Create a project in PostHog
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and PostHog accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in PostHog (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in PostHog. This includes choosing which data fields go into which fields of PostHog, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and PostHog 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 PostHog. 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 PostHog
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
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