Automatically Trigger Workflows in your CRM by just entering a simple note.

Financial Advisors, eliminate multiple steps just to trigger your workflows. Don't let things fall through the cracks - use the full power of Workflows with our Automation.

Triggers Your Workflows Automatically in

Redtail CRM integrates with Pulse360
Wealthbox CRM integrates with Pulse360
Save Time documenting your advice by using Pulse360 - software for financial advisors

Stop wasting time manually triggering workflows in your CRM

Imagine thanking your prospect on hiring you and having the Onboarding Workflow automatically triggered in your CRM. Well, imagine no more, as that is exactly what you can do now. 
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Check out the quick video on how this can work for your practice

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"Just did a manager change for a client and Pulse Scheduled the workflow.....automagically!
I love this feature!" - David Dedman, Lexington Wealth Management

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