Create integrations between BoondManager and Wealthbox CRM to automate any workflow
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Quickly automate workflows with BoondManager and Wealthbox CRM using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate idRequired
- Action typeOfRequired
- Action text
- Start dateRequired
- Id responsable action
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- State
- Website
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origine TypeOf
- Origin detail
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact id
- Contact Company id
- TitleRequired
- Description
- Criteria
- Reference
- State
- Type of
- Origine TypeOf
- Origin detail
- Expertise area
- Activity areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start dateRequired
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent IDRequired
- Parent typeRequired
- File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company idRequired
- NameRequired
- State
- Website
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origine TypeOf
- Origin detail
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Staff
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity idRequired
- TitleRequired
- Description
- Criteria
- Reference
- State
- Type of
- Origine TypeOf
- Origin detail
- Expertise area
- Activity areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start dateRequired
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate idRequired
- Company Name
- NameRequired
- State
- Website
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origine TypeOf
- Origin detail
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacts email array
- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate idRequired
- Type
- ContentRequired
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Type
- Tags
- Address
- Street Address Type
- Primary Street Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- NameRequired
- Phone Number
- Candidate idRequired
- Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate idRequired
- Action typeOfRequired
- Action text
- Start dateRequired
- Id responsable action
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First nameRequired
- Last nameRequired
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Origine TypeOf
- Origin detail
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Civility
- First NameRequired
- Last NameRequired
- Type of
- TitleRequired
- State
- Email
- Email2
- Email3
- Phone
- Phone2
- Phone3
- Address
- Postcode
- town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Information comments
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Main manager id
- HR manager id
- Agency id
- Contract typeOf
- Employee category
- Classification
- Contract start date
- Contract end date
- Contract probation end date
- Contract renewal probation end date
- Monthly salary
- Average Daily Cost
- Contract information comments
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IdRequired
- First nameRequired
- Last nameRequired
- Civility
- State
- Email
- Phone1
- Address
- Postcode
- City
- Country
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact id
- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource idRequired
- Civility
- First NameRequired
- Last NameRequired
- Type of
- TitleRequired
- State
- Email
- Email2
- Email3
- Phone
- Phone2
- Phone3
- Address
- Postcode
- town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Date of availability
- Information comments
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate idRequired
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate email
- First nameRequired
- Last nameRequired
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Origine TypeOf
- Origin detail
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contact Email
- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - HouseholdRequired
- Candidate idRequired
- TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Street Address Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Category
- Candidate idRequired
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workflow TemplateRequired
- Linked to TypeRequired
- Related Contact
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- NameRequired
- Phone Number
- Candidate idRequired
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found