Albi + Wealthbox CRM

Albi + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to Albi as contacts

Easily keep your contacts up to date in both Wealthbox CRM and Albi with this convenient automation. Whenever a new contact is added in Wealthbox CRM, this workflow will instantly create a corresponding contact in Albi, ensuring a seamless flow of information between the two platforms. Maintain consistent contact records and save time by eliminating manual data entry tasks.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ContactCreates a Contact
ActionWrite

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More things you can do with Wealthbox CRM and Albi

Discover other triggers and actions you can use with Wealthbox CRM and Albi

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
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
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
New Contact
When a contact is created
Trigger
Instant
Try It
New Project
When a project is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Polling
Try It
Project Linked
Fires when a project gets linked
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
Try It
- Contact
  Required
- Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Phone Number
- Email
- Referral Source
  Required
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
Action
Write
- Project Type Id
  Required
- Project Type Identifier
- Project Sub Type ID
- Project Sub Type Identifier
- Location ID
  Required
- Location Identifier
- Property Type
  Required
- Use Contact Address
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- County
- Latitude
- Longitude
- Covered Loss
- Loss Adjuster Reference
- Sandbox
- Year Built
- Insurance Company
- Insurance Policy
- Insurance Claim Number
- Deductible
- Insurance Policy Limit
- Link To Original Project
- Unique Number
- Project ID To Link
- Lead ID
- Project Customer: Type
- Project Customer: Existing Contact ID
- Project Customer: Existing Contact Identifier
- Project Customer: Existing Organization ID
- Project Customer: existing Organization Identifier
- Project Customer: Existing Organization ContactIds
- Project Customer: Organization Name
- Project Customer: First Name
- Project Customer: Last Name
- Project Customer: Email
- Project Customer: Phone Number
- Project Customer: Use Organization Address
- Project Customer: Organization ID
- Project Customer: Organization Identifier
- Project Customer: Referral Source ID
- Project Customer: Referral Source Identifier
- Project Customer: Relationship Status ID
- Project Customer: Relationship Status Identifier
- Project Customer: Parent Organization ID
- Project Customer: Parent Organization Identifier
- projectCustomer: Salesperson ID
- Project Customer: Salesperson Identifier
- Project Customer: Address 1
- Project Customer: Address 2
- Project Customer: City
- Project Customer: State
- Project Customer: Zip Code
- Project Customer: Country
- Project Customer: Latitude
- Project Customer: Longitude
- Project Customer: Sandbox
- Project Referrer: Type
- Project Referrer: Existing Source ID
- projectReferrer: Existing Contact ID
- Project Referrer: Existing Organization ID
- Project Referrer: Existing Referral Source ID
- Project Referrer: Existing Referral Source Identifier
- Project Referrer: Existing Salesperson ID
- Project Referrer: Existing Salesperson Identifier
- Project Referrer: Organization Name
- Project Referrer: First Name
- Project Referrer: Last Name
- Project Referrer: Email
- Project Referrer: Phone Number
- Project Referrer: Use Organization Address
- Project Referrer: Organization ID
- Project Referrer: Organization Identifier
- Project Referrer: Referral Source ID
- Project Referrer: Referral Source Identifier
- Project Referrer: Parent Organization ID
- Project Referrer: Parent Organization Identifier
- Project Referrer: Salesperson ID
- Project Referrer: Salesperson Identifier
- Project Referrer: Address 1
- Project Referrer: Address 2
- Project Referrer: City
- Project Referrer: State
- Project Referrer: Zip Code
- Project Referrer: Country
- Project Referrer: Latitude
- Project Referrer: Longitude
- Project Referrer: Sandbox
- Project ID
- Project Identifier
- Staff ID
- Staff Identifier
- Project Role ID
- Project Role Identifiers
- Current User ID
- Current User Identifier
- Price List ID
- Price List Identifier
Action
Write
- Staff
- Task Action
  Required
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Relationship Name
  Required
- Type
  Required
- Date
  Required
- Notes
Action
Write
- Organization ID
  Required
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Project Identifier
- ID
- Identifier
- Key ID
  Required
- Key Identifier
- Name
  Required
- Flags
- Value
- Source
- Source Date Name
Action
Write
- Project Id
  Required
Action
Search
- Project ID
  Required
- Expense ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search

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
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Contact Status Change
Triggers when a contact status is changed.
Trigger
Polling
Try It
New Organization
When a new organization is created
Trigger
Instant
Try It
New Relationship Activity
When a new relationship activity is created.
Trigger
Instant
Try It
New Task
When a task is created
Trigger
Instant
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It
Project Status Changed
When a project status changed
Trigger
Instant
Try It
Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It
- Name
  Required
- Status
  Required
Action
Write
- Name
  Required
- Types
  Required
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral Source
  Required
- Latitude
- Longitude
- Sandbox
Action
Write
- Project
  Required
- Notes
  Required
Action
Write
- Title
  Required
- Start Date & Time
  Required
- Start Time Zone
  Required
- End Date & Time
  Required
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
Action
Write
- Contact ID
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Staff ID
  Required
Action
Write
- Date ID
  Required
Action
Write
- To
  Required
- From
- From Name
- Reply To
- Subject
- Text
- html
- Project ID
- From Company Email If Available
Action
Write
- Event ID
  Required
Action
Search
- Page
- Page Size
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Project ID
  Required
- Invoice ID
  Required
Action
Search
- Project ID
  Required
- Payment ID
  Required
Action
Search
- Project ID
  Required
Action
Search

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

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Related categories

Sales & CRM

About Wealthbox CRM

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

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CRM (Customer Relationship Management)

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