Automate your Wealthbox Workflows

Trigger Workflows in Wealthbox

Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against specific meeting types? GReminders can now launch your workflow templates in Wealthbox depending on your event type criteria.

Understanding Wealthbox Workflows

Wealthbox workflows keep your team organized and processes streamlined but cannot launch automatically when information is changed or added to your CRM. Mostly used for consistent processes like Onboarding, Client Management, and Practice Management – workflows in Wealthbox work as a checklist or step-by-step process to track where progress is at and when it’s completed. You can assign roles, teams, or specific users to complete steps in the workflow so the right step is assigned to the right person.

Wealthbox Workflows in GReminders

A common pain point we hear from advisors is how frustrating it can be to remember to launch workflows in Wealthbox. We took those concerns and created a solution. You now have the ability to launch workflows in your CRM when an event is scheduled onto your Microsoft 365 or Google Calendar using GReminders. This automated process is made easy by selecting one or more available workflow templates when setting up your “Event Type” in GReminders.

Setting Up a Workflow Trigger with GReminders Event Types

If you have your Wealthbox CRM integrated on an organizational level, you’ll have access to this powerful tool.

In GReminders, you’ll navigate to “Event Types” on the left-hand toolbar. You can create a new event OR edit an existing event type to set up this feature. At the bottom of the Event Type after the “Thank you Page” setting, an option for “Workflows” will appear. From here, a drop-down selection will read all existing workflow templates set up in your CRM, allowing you to select one or more workflows to launch when the event type is scheduled on your calendar.

Remember, with Wealthbox integrated on an organizational level, when a client schedules through GReminders, we’ll create a new contact or match against existing contacts – so if you have roles and teams set up, your workflow steps will be assigned to the proper user, role, or team.

Setting Up Workflows in Wealthbox

To begin setting up a workflow, you’ll navigate to the “Workflow” tab on the left-hand toolbar to see all active workflows in your database.

On the top right, a button labeled “Manage Templates” will take you to your “Workflow Template” homepage. Here is where you can create, edit and build your workflows. Workflows built and published here can be accessed by all users in your database to use against contacts and processes in your business and CRM.

To set up a workflow you’ll select “Add Template”. Here, you’ll customize the workflow including things like the name, if it’s sequential, who the workflow is for (this can be a contact, an opportunity, or a project), and lastly a description of the workflow and its purpose.

To begin adding steps, you’ll see a button labeled “+Add Step”, This is where you’ll build out your workflow processes. In each step, there are a series of fillable boxes specific to that step. You’ll name the step, set its due date (if applicable), assign the step to the user, team, or role attached to the contact, prioritize the step, and give it a category for reporting purposes and a description if needed.

Wealthbox includes a space on each step for files to be uploaded–this is helpful if applications, passwords, or universal information needs to be shared but can’t be included in the description. Once finished, you’ll save this step and move on to building the rest until your workflow is complete. Once finished building out all the necessary steps in the process, you can save your template and it’s ready to use.

GReminders can make your meeting processes even easier, from creating new contacts in your Wealthbox database, writing notes against the contact for all meetings scheduled and reminders sent, to launching workflows based on specific criteria. We work 100% behind the scenes to ensure you’re working out of one platform rather than many. With the ability to launch your Wealthbox Workflows, your GReminders integration is now automated from start to finish.

To learn more, or to schedule a demo on how to build this tool into your platform, click here.

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