Integrate Funil de Vendas with Wealthbox CRM to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Opportunity titleRequired
- Opportunity value
- Vendor codeRequired
- Methodology codeRequired
- Step code
- Sales Channel codeRequired
- Enterprise nameRequired
- Enterprise document (CNPJ)
- Enterprise state registration (I.E.)
- Enterprise segment
- Enterprise street address
- Contact nameRequired
- Contact e-mail
- Contact phone
- Contact additional phone
- Contact office
- Contact document (CPF)
- Contact additional e-mails
- Name
- Value
- Annotation
- New Contact
Triggers when a new contact is created.
Try It - New Note
Triggers when a new note is created.
Try It - New Project
Triggers when a new project is created.
Try It
Related categories
Related categories