• Box logoBox logo
  • Wealthbox CRM logoWealthbox CRM logo

Box + Wealthbox CRM Integrations

How to connect Box + Wealthbox CRM

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Wealthbox CRM logo

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.

  • Box triggers, actions, and search
    New Comment
    Triggered when someone comments on a file in a folder you own/collaborate on.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New Event
    Triggered when a new event is performed (this is the activity stream).
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New File
    Triggered when you add a new file to a folder.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New Folder
    Triggered when you add a new folder.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    Task Assigned to You
    Triggered when you are assigned a task.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    Add User as Collaborator
    Adds an individual user as a collaborator on a folder.
    Action
    Write
  • Box triggers, actions, and search
    Add Comment to File
    Adds a comment to a file.
    Action
    Write
  • Box triggers, actions, and search
    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

    Find or Create a Contact

    Scheduled

    Action

How Box + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Box and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
box logo
box logo

About Box

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

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

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