Knowledge Base

Learn about features, integrations, customizations and more.

How do I Enable the FormsLogic Integration?

Team Wealthbox
Team Wealthbox
  • Updated

From your Client Profile page, select CRM Configuration > CRM Credentials

CRM Type: Select Wealthbox CRM

Click Save

Click Authenticate on Wealthbox

(You will see red “Not Authenticated” message on first setup)

A new window will open to the Wealthbox Log-in page.

Enter your existing Wealthbox username and password.

Click Log in to Wealthbox

You will need to authorize the integration to Forms Logic.

Upon authorization, you will get a successful authentication message.

Close this window.

The CRM Credentials screen will now be updated to acknowledge a successful integration.

To confirm connection – click Test Connection and you should get an Authenticated message

How to use the Wealthbox + FormsLogic Integration

From the Client section in Forms Logic, select the CRM Client Search Tab.

Option 1: Select Search CRM. FL will search for the entire client set available in Wealthbox.

From there you can create a new workflow request.

Option 2: Type the client’s name in the Name Search box and select Search CRM.

The specific client, if available, will show up. From there you can create a new workflow request.