How to connect Box + Wealthbox CRM
Zapier lets you send info between Box and Wealthbox CRM automatically—no code required.
Popular Box + Wealthbox CRM 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
- 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
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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 CandidateZipPremiumZapier 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 CandidateZipPremium
- New CommentTriggered when someone comments on a file in a folder you own/collaborate on.Trigger
- New EventTriggered when a new event is performed (this is the activity stream).Trigger
- New FileTriggered when you add a new file to a folder.Trigger
- New FolderTriggered when you add a new folder.Trigger
- Task Assigned to YouTriggered when you are assigned a task.Trigger
- Add User as CollaboratorAdds an individual user as a collaborator on a folder.Action
- Add Comment to FileAdds a comment to a file.Action
- Upload FileCopy an already-existing file from another service to Box.Action
- 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
- Step 1: Authenticate Box 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.
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