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Trigger actions

Create tasks and notes and start workflows in Wealthbox directly from CurrentClient, so follow-ups happen while the conversation is still fresh

Written by Dustin Belliston

Video overview


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What Wealthbox actions can I take from CurrentClient?

Create Note

You can create notes in Wealthbox from the CurrentClient app

Create Task

You can create tasks in Wealthbox from the CurrentClient app

Start Workflow

You can start Wealthbox workflows from the CurrentClient app

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