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Sales & customer data

Wealthbox + Era

Interact with Wealthbox

Connect Wealthbox to EraAll apps
Category
Sales & customer data
Connection
Sign in with your account
Actions
6

What Era can do with Wealthbox

Each of these is a ready step in Era’s chat and workflows.

Actions6

  • Read Note
  • Write Note
  • Read Contact
  • Write Contact
  • Read Task
  • Write Task

How to connect

  1. 1

    In Era, find Wealthbox under Apps and press Connect.

  2. 2

    Sign in with your Wealthbox account and allow access.

  3. 3

    Now you can ask Era, or use it in your workflows.

Era modules it works with

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