Avaza + Wealthbox CRM

Avaza + Wealthbox CRM integrations

Create new Avaza contacts from Wealthbox CRM contacts

Effortlessly streamline your contact management process with this automation between Wealthbox CRM and Avaza. Whenever you add a new contact in Wealthbox CRM, this workflow will instantly create a contact in Avaza, saving you time and ensuring consistency across both platforms. Maintain up-to-date records and enhance communication with your clients by setting up this seamless integration.

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

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More things you can do with Wealthbox CRM and Avaza

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

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
Bill Updated
Triggers when a bill is updated.
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Estimate Deleted
Triggers when an estimate is deleted.
Trigger
Instant
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New Expense Created
Triggers when a new expense is created.
Trigger
Instant
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Deleted
Triggers when a invoice is deleted.
Trigger
Instant
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Invoice Update
Triggers when a invoice is updated.
Trigger
Instant
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New Contact
Triggered when a new company contact is created.
Trigger
Instant
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New Task Created
Trigger when a new task is created.
Trigger
Instant
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Project Deleted
Triggers when a project is deleted.
Trigger
Instant
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New Schedule Series Created
Triggers when a new schedule series record is created.
Trigger
Instant
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Schedule Series Updated
Triggers when a schedule series record is updated.
Trigger
Instant
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Task Updated
Trigger when a task is updated.
Trigger
Instant
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Timesheet Entry Updated
Trigger when a timesheet entry is updated.
Trigger
Instant
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- Project Title
  Required
- Company ID
- Company Name
- Currency Code
- Project Notes
- Timesheet Approval Required by Default
- Populate Default Project Members
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
Action
Write
- Transaction Prefix
- Bill Number
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Bill Template ID
- Subject
- Supplier PO Number
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
- Inventory Item ID
- Inventory Item Name
- Description
- Quantity
- Unit Price
- Tax ID
- Tax Name
- Tax Percent
- Discount
- Project ID
Action
Write
- Company Name
  Required
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
Action
Write
- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Customer IDFK
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Invoice Transaction IDFK
- Allocation Amount
- Allocation Date
Action
Write
- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
Action
Write
- Leave UserIDFK
- Leave Notify
- Leave Hours Per Day
- Leave Type IDFK
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
Action
Write
- User ID
- Project ID
- Timesheet Category ID
- Task ID
- Duration
- Is Invoiced
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
Action
Write
- Schedule Series ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Timesheet Id
  Required
Action
Write
- Search
- Project Code
- Company ID
- Timesheet User ID
- Page Number
- Page Size
Action
Write
- Company Name
  Required
- Contact Email
  Required
- Firstname
  Required
- Lastname
  Required
- Currency Code
- Company Billing Address
- Position Title
- Mobile
- Phone
- Update Existing
Action
Write
- Project ID
  Required
- Project Timesheet Category
  Required
Action
Write
- Expense Date From
  Required
- Expense Date To
  Required
- User Email
- User ID
- Category Name
- Customer ID
- Project ID
- is Chargeable
- is Invoiced
- Expense Reimbursement ID
- Expense Payment Method ID
- Expense Approval Status Code
- Search
Action
Write
- Updated After
- Page Size
- Page Number
- Transaction Status Code
- Issue Date From
- Issue Date To
- Due Date From
- Due Date To
- Sort
- Company ID
Action
Write
- Schedule Date From
  Required
- Schedule Date To
  Required
- Updated After
- Schedule Series ID
- User ID
- User Email
- Page Size
- page Number
- Sort
Action
Write
- Entry Date From
  Required
- Entry Date To
  Required
- User ID
- User Email
- Category Name
- Timesheet Entry Approval Status Code
- Project ID
- Task ID
- is Billable
- is Invoiced
- is Timer Running
- include Invoice Details
- Sort
Action
Write
- Task ID
  Required
- Project
- Section
- Assigned To
- Title
- Description
- Start Date
- Date Due
- Task Priority
- Estimated Effort
- Task Status Code
- Percent Complete
- Name
- Color
Action
Write
- Expense ID
  Required
- Expense Date
- Expense CategoryID
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- ProjectID
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
Action
Write
- Project ID
  Required
- Project Title
- Project Notes
- Timesheet Approval Required by Default
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
- Project Billable Type Code
- Project Budget Type Code
Action
Write
- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
Action
Write
- Schedule Series ID
- Leave User ID
- Leave Hours Per Day
- Leave Type ID
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
Action
Write
- File Name + ext.
  Required
- File
  Required
Action
Write
- Search
  Required
- Company Name
  Required
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
Action
Search or write

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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- 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
New Bill Created
Triggers when a new bill is created.
Trigger
Instant
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Company Deleted
Triggers when a company is deleted.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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New Estimate Created
Triggers when a new estimate is created.
Trigger
Instant
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Estimate Updated
Triggers when an estimate is updated.
Trigger
Instant
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Expense Deleted
Triggers when an expense is deleted.
Trigger
Instant
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New Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
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Invoice Sent
Triggers when a new Invoice is sent.
Trigger
Instant
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New Company
Triggers when a new contact Company is created.
Trigger
Instant
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New Project
Triggers when a new Project is created.
Trigger
Instant
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New Timesheet Entry
Trigger when a new timesheet entry is created
Trigger
Instant
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Project Updated
Triggers when a new Project is updated.
Trigger
Instant
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Schedule Series Deleted
Triggers when a schedule series record is deleted.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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Timesheet Entry Deleted
Triggers when an timesheet entry is deleted.
Trigger
Instant
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- Quantity
  Required
- Unit Price
  Required
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Estimate Prefix
- Estimate Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Customer PO Number
- Date Issued
- Estimate Tax Config Code
- Due Date
- Notes
Action
Write
- Project
  Required
- Section
  Required
- Task Type
- Title
  Required
- Description
- Assigned To
- Task Priority
- Start Date
- Date Due
- Estimated Effort
- Name
- Color
Action
Write
- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Company ID
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Currency Code
- Bill Transaction ID
- Allocation Amount
- Allocation Date
Action
Write
- Expense Date
  Required
- UserID
- User Email
- Expense CategoryID
- Expense Category Name
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- CustomerName
- ProjectID
- Project Name
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Tax Name
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
Action
Write
- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project ID
- User ID
- Cost Amount
- Rate Amount
- Budget Amount
Action
Write
- UserIDFK
- Hours Per Day
- Total Duration
- Duration Type
- Schedule On Days Off
- ProjectIDFK
- CategoryIDFK
- TaskIDFK
- Notes
- Start Date
- End Date
- Start Time
Action
Write
- Project ID
- Title
- Start Date UTC
- End Date UTC
Action
Write
- Expense ID
  Required
Action
Write
- Section ID
  Required
Action
Write
- Timesheet Timer ID
  Required
Action
Write
- Expense Name
  Required
- Is Enabled
  Required
Action
Write
- Email
- Company ID
- Roles
- Tags
- Current User Only
Action
Write
- Quantity
  Required
- Unit Price
  Required
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Transaction Prefix
- Invoice Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
Action
Write
- Task ID
  Required
- Page Size
- Start Item
Action
Write
- Updated After
- Project ID
- Task ID
- is Invoiced
- Sort
Action
Write
- Updated After
- Page Size
- Page Number
- Sort
- Timesheet User ID
- Company ID
- Project Category ID
- Project Owner User ID
- Project Status Code
- Project Billable Type Code
- Project Budget Type Code
- Date Created From
- Date Created To
- Include Archived
Action
Write
- Project
- Is Complete
- Assigned To Users
- Task Status Code
- Task Priority Code
- Due Date From
- Due Date To
- Sort
- Page Size
- Page Number
Action
Write
- Project ID
  Required
- Search
- Hide Completed
- Page Size
- Page Number
Action
Write
- CompanyID
- Company Name
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
Action
Write
- Transaction ID
  Required
- Customer PO Number
- Date Issued
- Payment Terms
- Due Date
- Subject
- Notes
- Transaction Tax Config Code
- Exchange Rate
- Invoice Template ID
- Invoice Number
- Transaction Line Item ID
- Inventory Item ID
- Description
- Quantity
- Unit Price
- Tax ID
- Discount
- Project ID
Action
Write
- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project ID
  Required
- User ID
  Required
- Cost Amount
- Rate Amount
- Budget Amount
Action
Write
- Schedule Series ID
- User ID
- Hours Per Day
- Total Duration
- Duration Type
- Schedule on Days Off
- Project ID
- Category ID
- Task ID
- Notes
- Start Date
- End Date
- Start Time
Action
Write
- TimeSheet Entry ID
  Required
- Project ID
  Required
- Timesheet Category ID
- Task ID
- Duration
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
Action
Write
- Search
  Required
Action
Search

About Avaza

Avaza is a versatile software for client-focused businesses. It offers project management, timesheets, expenses, quotes, and invoicing.

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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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