Intulse + Microsoft Teams + Wealthbox CRM Integrations

How to connect Intulse + Microsoft Teams + Wealthbox CRM

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Do even more with Intulse + Microsoft Teams + Wealthbox CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Intulse, Microsoft Teams, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Call Ended
Triggers when an call with a recognized user ends. This trigger will only fire while at least one user has the Intulse App open.
Trigger
Instant
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Extension Status Updated
Triggers when an extension’s device state changes.
Trigger
Instant
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Text Message Received
Triggers when a new text message (SMS/MMS) message is received.
Trigger
Instant
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- ExtensionRequired
- Target NumberRequired
Action
Write
- ExtensionRequired
- EnabledRequired
Action
Write

- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It

- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

Call Started
Triggers when an call with a recognized user starts. This trigger will only fire while at least one user has the Intulse App open.
Trigger
Instant
Try It
- Queue Extension Filter
- Event Type Filter
Trigger
Scheduled
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Voicemail Received
Triggers when a voicemail is received.
Trigger
Instant
Try It
- ExtensionRequired
- EnabledRequired
- Target Number
Action
Write
- From NumberRequired
- To NumberRequired
- Text ContentRequired
- Attachment Name
- Base64 Encoded Bytes
Action
Write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

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How Intulse + Microsoft Teams + Wealthbox CRM Integrations Work

Step 1: Authenticate Intulse, Microsoft Teams, and Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Intulse + Microsoft Teams + Wealthbox CRM

About Intulse

Intulse is a communications company that offers voice, SMS, and conferencing solutions.

Help

Related categories

Phone & SMS

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more Help

Related categories

Similar apps

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Intulse + Microsoft Teams + Wealthbox CRM Integrations

How to connect Intulse + Microsoft Teams + Wealthbox CRM

Do even more with Intulse + Microsoft Teams + Wealthbox CRM

Call Ended

Extension Status Updated

Text Message Received

Originate Call

Update Extension DND

New Channel

New Chat Message

Exclude messages by you?

New Team Member

New Reply to Message

Create Private Channel

Description

Send Channel Message

Message Text Format

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate

Website URL

Primary Website

Gender

Contact Source

Marital Status

Birthplace

Maiden Name

Tags

Note

Contact Type

Assigned To

Referred By

Create Note

Related Contact

Type

Tags

Create Project

Organizer

Create Household

Tags

Email Address

Email Type

Primary Email

Find Contact

Email Address

Name

Phone Number