Dex + Wealthbox CRM

Dex + Wealthbox CRM integrations

Create or update Dex contacts when new contacts are added in Wealthbox CRM

Automatically maintain up-to-date records across platforms with this handy workflow. When you add a new contact in Wealthbox CRM, it swiftly updates or creates the same contact in Dex. This enables you to manage your business relationships smoothly without duplicating efforts, saving you valuable time and ensuring consistency in your data.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update ContactCreates or Updates a Contact in Dex
ActionWrite

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More things you can do with Wealthbox CRM and Dex

Discover other triggers and actions you can use with Wealthbox CRM and Dex

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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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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Workflow Step Complete
Triggers when an existing workflow step is completed.
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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
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
- Group Name
  Required
- Color
- Parent Group ID
Action
Write
- Tag Name
  Required
- Color
Action
Write
- Contact ID
  Required
Action
Write
- Group ID
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Search Query
  Required
Action
Search
- Tag Name
  Required
Action
Search
- Group Name
  Required
- Color
- Parent Group ID
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.
Trigger
Instant
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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
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Group ID
  Required
- Contact ID
  Required
Action
Write
- Text
- Due Date
  Required
- Contact Emails
Action
Write
- Note
  Required
- Event Time
  Required
- Contact Emails
Action
Write
- First Name
- Last Name
- Job Title
- Description
- Company
- LinkedIn
- Twitter
- Facebook
- Instagram
- Website
- Birthday
- Email
- Phone Number
Action
Write
- Contact ID
  Required
- Custom Field ID
  Required
- Text Value
- Date Value
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Job Title
- Company
- Description
- LinkedIn URL
- Twitter Handle
- Facebook URL
- Instagram Handle
- Website
- Starred
- Archived
- Keep in Touch Frequency
Action
Write
- Group Name
  Required
Action
Search
- Search Query
  Required
- First Name
- Last Name
- Job Title
- Description
- Company
- LinkedIn
- Twitter
- Facebook
- Instagram
- Website
- Birthday
- Email
- Phone Number
Action
Search or write
- Tag Name
  Required
- Color
Action
Search or write

About Dex

Dex is a personal CRM that helps you build stronger relationships.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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