AdvicePay + Wealthbox CRM

Create Wealthbox notes when new AdvicePay subscriptions are activated

Easily keep record of important client activity inside Wealthbox. When an AdvicePay subscription is activated, this Zap automatically finds a Wealthbox contact and creates a note with details about the subscription.

When this happens...
Subscription Activated
Triggers when a subscription is initially activated.
TriggerPolling
automatically do this...
Find Contact
Find a contact.
ActionSearch
then do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Trigger
Polling
Try It
Subscription Activated
Triggers when a subscription is initially activated.
Trigger
Polling
Try It
- Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- AdvisorRequired
Action
Write
- Amount to be Invoiced, in centsRequired
- Due DateRequired
- ClientRequired
- FrequencyRequired
- Billing Periods (numeric)
- Advance BillingRequired
- Description of ServicesRequired
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription IDRequired
Action
Write

- Page
- Subscriptions per Page
- Filter by Subscription Status
- Filter by Subscription Frequency
- Filter by Advisor
- Filter by Client
Action
Write
- Client EmailRequired
Action
Search

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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

Invoice Paid
Triggers when an invoice is paid.
Trigger
Polling
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Polling
Try It
- Amount to be InvoicedRequired
- Due DateRequired
- ClientRequired
- Advance BillingRequired
- Description of ServicesRequired
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice IDRequired
Action
Write
- Page
- Invoices Per Page
- Invoice Status
- Invoice Frequency
- Invoices Paid After...
- Invoices Paid Before...
- Advisor
- Client
Action
Write
- Page Size
- Verified
- Email
Action
Write
- Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- AdvisorRequired
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- 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

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

Related categories

Commerce

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)

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AdvicePay + Wealthbox CRM

Create Wealthbox notes when new AdvicePay subscriptions are activated

Agreement Completed

Subscription Activated

Create Client

Create a Subscription

Get a Subscription by ID

Get Subscriptions

Find Client

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Invoice Paid

Subscription Canceled

Create an Invoice

Get an Invoice by ID

Get Invoices

Get Advisors

Find or Create Client

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

About AdvicePay

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Forms