BuyerAssist + Wealthbox CRM

Create new BuyerAssist opportunities from new Wealthbox CRM contacts

Effortlessly manage your sales opportunities by connecting Wealthbox CRM and BuyerAssist with this seamless workflow. When a new contact is added in Wealthbox CRM, an opportunity will be created in BuyerAssist, helping you streamline your sales process and stay organized. Spend less time on manual tasks and focus on building relationships with your clients.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Create Opportunity
Creates a new Opportunity in BuyerAssist
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
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Contact Updated
Triggers when an existing contact is updated.
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Instant
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New Note
Triggers when a new note is created.
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Instant
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New Project
Triggers when a new project is created.
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Instant
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New Task
Triggers when a new task is created.
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Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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Instant
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- 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
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
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Instant
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New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
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New Task
Triggered when a new task is created in Mutual Success Plans.
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Instant
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Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
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Instant
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- MSP IDRequired
- Notes IDRequired
- CommentRequired
Action
Write
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Write
- Template ID
- Company Id
- Company nameRequired
- Display nameRequired
- Opportunity/Deal Id
- Mutual Success Plan NameRequired
- Mutual Success Plan Start DateRequired
- Mutual Success Plan Close DateRequired
Action
Write
- MSP IDRequired
- Milestone IDRequired
- Task NameRequired
- Task Due DateRequired
- Task DescriptionRequired
- Is Internal
Action
Write
- Company IDRequired
- Company Name
- Display Name
Action
Write
- Opportunity IDRequired
- Opportunity NameRequired
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task IDRequired
- MSP IDRequired
- Task StatusRequired
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- MSP IDRequired
- Milestone NameRequired
Action
Search
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- MSP IDRequired
Action
Search
- User EmailRequired
Action
Search
- OPP IDRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Search or write
- MSP IDRequired
- Milestone NameRequired
- Milestone Template ID
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
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Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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Instant
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New Workflow
Triggers when a new workflow is created.
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Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- 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
Action
Search or write
New Assignee
Triggered when User Add or Update Task assignee.
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Instant
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New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
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Instant
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New Contact
Triggered when a new contact is created in BuyerAssist.
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Instant
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Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
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Instant
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- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Write
- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Write
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company IDRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact IDRequired
- Email
- First Name
- Last Name
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- Search property nameRequired
- Search property Value
Action
Search
- External Company IDRequired
Action
Search
- MSP IDRequired
Action
Search
- MSP IDRequired
- Milestone IDRequired
Action
Search
- MSP IDRequired
Action
Search
- External Opportunity ID Required
Action
Search
- MSP IDRequired
- Task IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Search or write
- Search property nameRequired
- Search property Value
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

Related categories

Sales & CRM

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new BuyerAssist contacts when Wealthbox CRM adds new contacts

Related Zap Templates

Create new BuyerAssist contacts when Wealthbox CRM adds new contacts

BuyerAssist + Wealthbox CRM

Create new BuyerAssist opportunities from new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Contact (Relationship Map)

New Mutual Success Plan

New Task

Updated Methodology Details in BuyerAssist

Add Comment to Task

Create Contact

Create Mutual Success Plan

Create Task

Update Company Details

Update Opportunity Details

Update Task Status

Find or Create Company

Find or Create Milestone

Get Company by Company ID

Get Contact by ID

Get Milestones by MSP ID

Get Associated Mutual Success Plans by Email ID (Admin)

Get Mutual Success Plan by Opportunity ID

Get Opportunity by Opportunity ID

Find or Create Company

Find or Create Milestone

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Assignee

New Opportunity

New Contact

Updated Task in Mutual Success Plan

Create Company

Create Milestone

Create Opportunity

Create User

Update Contact

Update Task

Update Contact Details

Find or Create Contact

Find or Create Opportunity

Get Company From External Company ID

Get Methodology Details by MSP ID

Get Milestone by Milestone ID

Get Mutual Success Plan by MSP ID

Get Opportunity From External Opportunity ID

Get Task

Find or Create Contact

Find or Create Opportunity

About BuyerAssist

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates