Apptoto + Wealthbox CRM Integrations

How to connect Apptoto + Wealthbox CRM

Zapier lets you send info between Apptoto and Wealthbox CRM automatically—no code required.

When this happens...

Appointment Scheduled

Triggers when an appointment is scheduled through an Apptoto Booking Page

automatically do this!

Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant

Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant

Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant

Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
Apptoto
Removes a contact in Apptoto
Scheduled
Action
Apptoto
Removes an event in Apptoto
Scheduled
Action
Apptoto
Search for contact in Apptoto
Scheduled
Action
Apptoto
Search for event in Apptoto
Scheduled
Action
Wealthbox CRM
Triggers when a new comment is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new contact is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new event is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Finds or creates a specific find contact.
Scheduled
Action

How Apptoto + Wealthbox CRM Integrations Work

Step 1: Authenticate Apptoto + Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.