BoondManager + Wealthbox CRM
Create BoondManager companies for new Wealthbox CRM contacts
Easily maintain a streamlined database with this efficient workflow. When a new contact is added in Wealthbox CRM, a company will be created in BoondManager, ensuring your records stay organized and up-to-date. Save time and simplify your client management process with this seamless automation.
Easily maintain a streamlined database with this efficient workflow. When a new contact is added in Wealthbox CRM, a company will be created in BoondManager, ensuring your records stay organized and up-to-date. Save time and simplify your client management process with this seamless automation.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create a CompanyCreates a Company
ActionWriteCreate a new record or update an existing record in your app.
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New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.HouseholdRequired
MemberRequired
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
TitleRequired
Description
Starts AtRequired
Ends AtRequired
All Day
Category
State
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
NameRequired
Description
Target Close DateRequired
ProbabilityRequired
Opportunity StageRequired
Manager
Amount
Currency
Kind
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category
Related Contact
Type
NameRequired
Due DateRequired
Description
Assignment TypeRequired
Complete
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow TemplateRequired
Linked to TypeRequired
Linked to IdRequired
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate idRequired
Action typeOfRequired
Action text
Start dateRequired
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Origine TypeOf
Origin detail
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Information comments
Facebook URL
Viadeo URL
Linkedin URL
Twitter URL
Main manager id
HR manager id
Agency id
Contract typeOf
Employee category
Classification
Contract start date
Contract end date
Contract probation end date
Contract renewal probation end date
Monthly salary
Average Daily Cost
Contract information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IdRequired
First name
Last name
Civility
State
Email1
Phone1
Address
Postcode
City
Country
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
Company id
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource idRequired
Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Date of availability
Information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLog idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate email
First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Origine TypeOf
Origin detail
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact Email
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
Type
ContentRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Tags
Email Address
Email Type
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
Phone Number
Id
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact idRequired
Action typeOf
Action textRequired
Start date
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOf
Origin detail
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact id
Contact Company id
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent IDRequired
Parent typeRequired
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company idRequired
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOfRequired
Origin detailRequired
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity idRequired
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appResource email
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany id
Company Name
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOf
Origin detail
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacts email array
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About BoondManager
BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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