Connect Wealthbox CRM and Productroad to Build Intelligent Automations
Enable Integrations or automations with these events of Wealthbox CRM and Productroad
Enable Integrations or automations with these events of Wealthbox CRM and Productroad
Triggers
New Post
Trigger when new post created.
Actions
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create a post on behalf of the customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and Productroad accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in Productroad (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in Productroad. This includes choosing which data fields go into which fields of Productroad, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and Productroad 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 Productroad. 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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
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