Trigger
Connect Sellsy and Wealthbox to automate client management and sales workflows. Sync contacts, deals, and activities between platforms, eliminating manual data entry and keeping your team aligned across CRM and wealth management operations.
Capabilities
Every event and operation available when connecting Sellsy and Wealthbox — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate Sellsy in Latenode's Credentials panel. You'll need access to your Sellsy 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 Sellsy 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.
Sellsy is a comprehensive business management platform designed to streamline operations for small to medium-sized enterprises. It offers tools for invoicing, CRM, project management, and inventory control, enabling users to manage client relationships, track projects, and handle financial transactions efficiently. With Sellsy, businesses can automate their workflows, gain insights through analytics, and improve collaboration across teams, ensuring all aspects of their operations are integrated within a single user-friendly interface.
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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