Box + Gmail + Wealthbox CRM Integrations

How to connect Box + Gmail + Wealthbox CRM

Zapier lets you send info between Box, Gmail, and Wealthbox CRM automatically—no code required.

When this happens...

automatically do this...

then do this!

Free 14-day trial

5,000+ supported apps

Do even more with Box + Gmail + Wealthbox CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Box, Gmail, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
Try It
- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Share
  Define how, if at all, to share files triggered by Zapier (this just makes a URL available for use in the action).
Trigger
Scheduled
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
Try It
- File IdRequired
  The ID of the file to add the comment to.
- MessageRequired
Action
Write
- Folder
  Keep clicking the drop down to drill down into your folders.
- Name of New FolderRequired
  Specify the name of this folder.
Action
Write

- FolderRequired
- Name of New FileRequired
  Specify the name of this file. "txt" will always be appended as the filetype.
- File ContentRequired
  Plain text content to put inside the new text file.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File NameRequired
- Folder
  Restrict the search to a folder. Will search subfolders.
- File Extensions
  Restrict the search to specific file types
Action
Search

- Label/Mailbox
- Search String
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
  By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- NameRequired
  Can have parents via a simple forward slash syntax: "Parent/Child"
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
Action
Search
New Comment
Triggers when a new comment 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
- HouseholdRequired
  Choose a household from the dropdown or use a custom value to populate the household from a previous step.
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
  The contact you wish to associate with the new Event.
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
  The contact you wish to associate with the new Opportunity.
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
  The contact you wish to related to this Task.
- Type
  Should always be set to "Contact".
- NameRequired
- Due DateRequired
- Description
- Assigned To
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
  This field is the Id of the linked Contact, Opportunity, or Project — not its name.
- Label
Action
Write
- Email Address
- Name
  The first, last or full name of the Contact you wish to search for.
- Phone Number
  Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
- Id
  Enter the ID of the Contact that you wish to search for.
- 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 Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled
Try It
- Folder
  Keep clicking the drop down to drill down into your folders.
Trigger
Scheduled
Try It
- EmailRequired
  An email address to invite to collaborate on the folder.
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
  Must be a file object from another service (or some text).
- Name
  Overwrites the natural file name from the trigger service.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File IdRequired
  The ID of an existing file in Box.
- New FolderRequired
- Action to Perform
  Defaults to copying the file. Note: While testing your Zap, we will always copy the file.
Action
Write
- File IdRequired
  The ID of the file to add the task to.
- Message
- Due At
- Assign To
  Can be the user id or email address of a Box user.
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
  (Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
  The contact you wish to related to this Note.
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
  The first, last or full name of the Contact you wish to search for.
- Phone Number
  Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
- Id
  Enter the ID of the Contact that you wish to search for.
- Type
Action
Search

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How Box + Gmail + Wealthbox CRM Integrations Work

Step 1: Authenticate Box, Gmail, and 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.

Connect apps

Connect Box + Gmail + Wealthbox CRM

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Learn more

Related categories

File Management & Storage

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

IMAP by Zapier

Email, Zapier

SMTP by Zapier

Email, Zapier

Microsoft Office 365

Email, Microsoft

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)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Box + Gmail + Wealthbox CRM Integrations

How to connect Box + Gmail + Wealthbox CRM

Do even more with Box + Gmail + Wealthbox CRM

New Comment

New File

FolderRequired

Share

Task Assigned to You

Add Comment to File

File IdRequired

MessageRequired

Create Folder

Folder

Name of New FolderRequired

Create Text File

FolderRequired

Name of New FileRequired

File ContentRequired

Share this file?

Find a File

File NameRequired

Folder

File Extensions

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

HouseholdRequired

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency