Apptoto + Wealthbox CRM

Add new Wealthbox CRM contacts to Apptoto and create or update their details

Keep your CRM contacts and appointment reminders up-to-date with this automation. Once set up, when a new contact is added to Wealthbox CRM, the workflow will create or update the contact within Apptoto, ensuring their information is always accurate. Streamline your client management and never miss an important meeting or event again.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates a contact in Apptoto
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
Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
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Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
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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
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Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant
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- Contact ID
- External Contact ID
- Email Address
- Phone Number
- Address Book ID
- Address Book Name
- Contact Name
- Zip Code
- SMS Preference
- Voice Preference
- Email Preference
- Notes
Action
Write
- Contact ID
- External Contact ID
Action
Write
- Email Address
- Phone Number
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
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Try It
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
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Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
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Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant
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- Event ID
- External Event ID
- Calendar ID
- Calendar Name
- Event Title
- Event Start Time
- Event End Time
- Event Timezone
- Event Location
- Event Content
- All Day?
- Contact ID
- Participant States (e.g. reminded, arrived, noshow)
- External Contact ID
- First Participant Name
- First Participant Phone
- First Participant Email
Action
Write
- Event ID
- External Event ID
Action
Write
- Event Id
- Event External Id
- Calendar ID
Action
Search

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling

Related categories

Calendar

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

Apptoto + Wealthbox CRM

Add new Wealthbox CRM contacts to Apptoto and create or update their details

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Appointment Scheduled

Message Sent

Participant Check-In State Changed

Payment Processed

Create or Update Contact

Remove Contact

Find a Contact

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

Message Received

Participant Booking State Changed

Participant Reminder State Changed

Payment Refunded

Create or Update Event

Remove Event

Find an Event

About Apptoto

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces