Creates a new contact.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Creates a new Contact

Add a single tag to a existing contact.

Updates a contact and sets do not contact to true to prevent calls and messages.

Gets the calendar event type object by ID so you can check details like its name.

Retrieve a single contact using a Contact ID

Get only the most recent note for a specific contact ID. This will only return 1 note.

Get a single text value that summarizes all notes for a single contact ID. This string includes utc time stamps for each note

Gets a Tag object by ID

Gets a users custom settings which can be used to store api keys, external CRM IDs, or user specific values to be used in automations and Zaps.

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Adds a new family member to a household.

Creates a new event.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find a contact.

Adds a contact to a bucket.

Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.

Update a existing contact.

Updates a contact and sets it as ready to contact. This is a setting that live filters can filter by

Gets a single call disposition object by ID so you can get details such as name.

Gets a Contact Disposition object by ID to see details such as name.

Return all the notes for a specific contact ID.

Gets a phone number object by ID

Gets a user object by ID to view details such as name or email.

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Finds a phone number object by phone number and optionally contact id

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").