Trigger
Sync customer emails and conversations from Front directly into Wealthbox to centralize client communication, automate follow-ups, and streamline wealth management workflows without manual data entry.
Capabilities
Every event and operation available when connecting Front and Wealthbox — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate Front in Latenode's Credentials panel. You'll need access to your Front account and permissions to create connections.
Add Wealthbox credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Choose a trigger and an action to build your workflow.
Yes! Latenode provides a native integration between Front and Wealthbox. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Start from either hub, then mix triggers and actions with the rest of your stack.
Front is a collaborative inbox platform that brings together email, chat, and applications in one place, enabling teams to streamline communication and work more efficiently. With features like shared inboxes, automated workflows, and integrated apps, Front helps organizations improve response times and manage customer interactions seamlessly. The platform ensures that every team member stays aligned and informed, making it easy to collaborate on messages and tasks.
Learn moreWealthbox is a powerful customer relationship management (CRM) platform designed specifically for financial advisors. With features like task management, project tracking, and built-in compliance tools, Wealthbox helps streamline client interactions and enhance productivity. The platform offers a clean, user-friendly interface, making it easy to manage your client database, schedule appointments, and collaborate with team members. Wealthbox also integrates seamlessly with popular financial tools, providing a centralized hub for all your advisory needs.
Learn moreJoin 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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