Wealthbox integration
Connect Wealthbox to Joymore so your brokerage's automations and Joy can work with it.
What Joymore does
Connect Wealthbox to Joymore from Settings. Once it is connected, Joymore automations can react to Wealthbox events and run Wealthbox actions, and Joy can use Wealthbox when someone on your team asks her to.
Available once connected
What automations can use in Wealthbox.
Events Joymore can react to
- New Comment
- New Contact Created
- New Event Created
- New Note
- New Opportunity Created
- New Task Created
- New Workflow Enrollment
- Task Completed
- Workflow Step Completed
Actions Joymore can run
- Add Member To Household
- Create Contact
- Create Event
- Create Note
- Create Opportunity
- Create Task
- Find Contact
- List Category Options
- List Contact Options
- List Households
- List Stage Options
- List Type Options
- List Workflow Templates
- Start Workflow
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
