{"id":5733,"date":"2023-08-28T16:35:13","date_gmt":"2023-08-28T16:35:13","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=5733"},"modified":"2024-05-31T00:07:48","modified_gmt":"2024-05-31T00:07:48","slug":"automate-your-wealthbox-workflows","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/automate-your-wealthbox-workflows\/","title":{"rendered":"Automate your Wealthbox Workflows"},"content":{"rendered":"\n

Automation in Wealthbox<\/a> 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.<\/p>\n\n\n\n

Understanding Wealthbox Workflows<\/h2>\n\n\n\n

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. <\/p>\n\n\n\n

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Wealthbox Workflows in GReminders<\/h2>\n\n\n\n

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. <\/p>\n\n\n\n

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Setting Up a Workflow Trigger with GReminders Event Types<\/h2>\n\n\n\n

If you have your Wealthbox CRM integrated on an organizational level, you’ll have access to this powerful tool.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

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