Box + Wealthbox CRM Integrations

How to connect Box + Wealthbox CRM

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

When this happens...

New Comment

Triggered when someone comments on a file in a folder you own/collaborate on.

automatically do this!

Add Member to Household

Adds a new family member to a household.

Popular Box + Wealthbox CRM workflows

Our most popular Zap! arrow pointing down

Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Box + CandidateZip Resume/Job Parser + Wealthbox CRM
More details
When this happens
Step 1: New File
Then do this
Step 2: Parse Resume Standard
Then do this
Step 3: Create Contact
See Zap details Try it
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Box + CandidateZip Resume/Job Parser + Wealthbox CRM
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Box + CandidateZip Resume/Job Parser + Wealthbox CRM
More details
When this happens
Step 1: New File
Then do this
Step 2: Parse Resume Standard
Then do this
Step 3: Create Contact
See Zap details Try it
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Box + CandidateZip Resume/Job Parser + Wealthbox CRM

Do Even More with Box + Wealthbox CRM

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Box + Wealthbox CRM workflows do more for them.

Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Try it
Box + CandidateZip Resume/Job Parser + Filter by Zapier + 1 more
Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip
Try it
Box + CandidateZip Resume/Job Parser + Filter by Zapier + 1 more

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
New Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled
New File
Triggered when you add a new file to a folder.
Trigger
Scheduled
New Folder
Triggered when you add a new folder.
Trigger
Scheduled
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled

Add User as Collaborator
Adds an individual user as a collaborator on a folder.
Action
Write
Add Comment to File
Adds a comment to a file.
Action
Write

Upload File
Copy an already-existing file from another service to Box.
Action
Write

Box
Creates a brand new folder at the path you specify.
Scheduled
Action
Box
Moves or copies a file from one folder to another.
Scheduled
Action
Box
Creates a brand new text (.txt) file from plain text content you specify.
Scheduled
Action
Box
Adds a task to a file.
Scheduled
Action
Box
Search for a specific file by name.
Scheduled
Action
Box
Search for a specific folder by name.
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 Box + Wealthbox CRM Integrations Work

Step 1: Authenticate Box + 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.