Enable Integrations or automations with these events of wealthbox and ProdPad
Triggers when a new idea is created.
Tiggers when a new contact is created.
Triggers when a new company is created.
Triggers when a new Feedback is created.
Create a new Contact.
Create new feedback.
Create a New Idea
Update an existing piece of feedback
Update an existing Contact
Find an existing Contact by Contact ID.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn MoreProdPad is a tool that helps you achieve better products through better product management.
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