Avaza + Wealthbox CRM

Create new Avaza contacts from Wealthbox CRM contacts

Effortlessly streamline your contact management process with this automation between Wealthbox CRM and Avaza. Whenever you add a new contact in Wealthbox CRM, this workflow will instantly create a contact in Avaza, saving you time and ensuring consistency across both platforms. Maintain up-to-date records and enhance communication with your clients by setting up this seamless integration.

Effortlessly streamline your contact management process with this automation between Wealthbox CRM and Avaza. Whenever you add a new contact in Wealthbox CRM, this workflow will instantly create a contact in Avaza, saving you time and ensuring consistency across both platforms. Maintain up-to-date records and enhance communication with your clients by setting up this seamless integration.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    AvazaAvaza
    Create Contact

    Creates a new Contact.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

avaza logo
avaza logo

About Avaza

Avaza is a versatile software for client-focused businesses. It offers project management, timesheets, expenses, quotes, and invoicing.
Learn more

Related categories

  • Time Tracking Software

Similar apps

Trigger integrationsTrigger integrations

Trigger

Project Management
Kantata OX integrationsKantata OX integrations

Kantata OX

Project Management
Birdview PSA integrationsBirdview PSA integrations

Birdview PSA

Project Management
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier