Cloze + Wealthbox CRM

Create timeline events in Cloze for new Wealthbox CRM contacts

Stay organized with your CRM by seamlessly tracking your new Wealthbox contacts in Cloze. This workflow instantly adds a timeline event in Cloze whenever a new contact is created in Wealthbox CRM. Keep your contact information up-to-date across both platforms, saving you time and minimizing oversight with this efficient automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- 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
- Filters
Trigger
Instant
Try It
- StyleRequired
- From Name
- From AddressRequired
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- TopicRequired
- When
- Participants
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company NameRequired
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App IDRequired
- Source Note IDRequired
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project NameRequired
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App IDRequired
- Source Project Unique IDRequired
- Additional Fields
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Cloze + Wealthbox CRM

Create timeline events in Cloze for new Wealthbox CRM contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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