AddEvent + Wealthbox CRM

Create events in AddEvent for new Wealthbox CRM contacts

Effortlessly stay on top of your Wealthbox CRM contacts by adding events to your calendar with this workflow. Upon creating a new contact in Wealthbox CRM, an event will be generated in AddEvent, ensuring you're always prepared for upcoming meetings and tasks without having to manually input the information. Streamline your CRM and calendar management with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Event
Creates a new event on your AddEvent calendar.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Filter by calendar(s)
- Subscriber status
Trigger
Polling
Try It
- TitleRequired
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Landing page template ID
- Reference
Action
Write
- EventRequired
- Attendee email addressRequired
- Attendee nameRequired
- Attendee response
- Send notification emails
- RSVP form data
Action
Write
- SubscriberRequired
Action
Write
- Search term
- Events
- Calendars
- Minimum date & time
- Maximum date & time
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- 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
Action
Search or write
- Filter by event(s)
- Filter by calendar(s)
- Attendee status
Trigger
Polling
Try It
- TitleRequired
- Calendar
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled?
- RSVP form
- Organizer name
- Organizer email
Action
Write
- Event
Action
Write
- EventRequired
- Title
- Calendar
- Start date & time
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled
- RSVP form
- Organizer name
- Organizer email
Action
Write
- Search term
- Events
- Calendars
- Minimum date & time
- Maximum date & time
- TitleRequired
- Calendar
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled?
- RSVP form
- Organizer name
- Organizer email
Action
Search or write

About AddEvent

AddEvent is an add to calendar service on the internet. We handle millions of events every year for businesses around the world.

Learn more

Related categories

Event Management

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

AddEvent + Wealthbox CRM

Create events in AddEvent for new Wealthbox CRM contacts

Supported triggers and actions

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Calendar Subscriber

Create Automated Add-To-Calendar Links

Create RSVP Attendee

Delete Calendar Subscriber

Find Event

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New RSVP Attendee

Create Event

Delete Event

Update Event

Find or Create Events

About AddEvent

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces