Today we’re happy to announce a new partnership with Integromat, an online automation platform.
With this integration, financial advisors can automate processes that are crucial to everyday work routines. Advisors can reclaim time spent on manual activities by connecting Wealthbox to the thousands of tools available through Integromat. “It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you,” says Jessica Herauf, Head of App Partnerships at Integromat.
Integromat actions range from creating and managing contacts to updating workflows and events. Advisors can use Integromat integrations to search, list, retrieve, create, delete, and update records in Wealthbox based on events in more than 650 apps. Plus, thanks to Integromat’s generic modules, you can also connect to any API or REST service that is not yet directly available on Integromat.
Use these integrations to build workflows that speed up daily tasks and promote greater team productivity and efficiency. Learn more about the Wealthbox + Integromat integration here.