DoorLoop + Wealthbox CRM

Create DoorLoop prospects from new Wealthbox CRM contacts

Effortlessly streamline your CRM and property management processes with this automation. When a new contact is added in Wealthbox CRM, a prospect will be created in DoorLoop, ensuring a seamless transition between the two apps. Save time and stay organized by allowing this workflow to handle your contact management and prospect creation tasks.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Prospect
Creates a Prospect
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
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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
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
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
- Property
- Portfolio
Trigger
Polling
Try It
- How many days beforeRequired
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Status
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Payment Method
Trigger
Polling
Try It
- Portfolio
- Owner
- Class
Trigger
Polling
Try It
- Property
- Portfolio
- Payment Method
- Owner
- Lease
Trigger
Polling
Try It
- Number of days before Move-InRequired
- Portfolio
- Property
Trigger
Polling
Try It
- Property
- Active
Trigger
Polling
Try It
- Days before ExpirationRequired
Trigger
Polling
Try It
- How many days BeforeRequired
- Property
Trigger
Polling
Try It
- DateRequired
- Reference #
- Payee TypeRequired
- PayeeRequired
- Pay From AccountRequired
- Payment MethodRequired
- CategoryRequired
- PropertyRequired
- AmountRequired
- Category
- Property
- Amount
- Category
- Property
- Amount
Action
Write
- LeaseRequired
- DateRequired
- AccountRequired
- Description
- AmountRequired
- Notes
- Reference
Action
Write
- SubjectRequired
- Description
- Property
- Tenant
- Due DateRequired
- Assigned to
- Priority
- Status
- typeRequired
Action
Write
- Search TermRequired
Action
Search
- LeaseRequired
Action
Search
- Search TermRequired
Action
Search
- Search TermRequired
Action
Search
- Search TermRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
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
Try It
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
- Number of days beforeRequired
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Property
- Portfolio
- Vendor
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Lease
Trigger
Polling
Try It
- Property
- Portfolio
Trigger
Polling
Try It
- Portfolio
- Property
- Unit
- Assigned User
Trigger
Polling
Try It
- Portfolio
- Property
- Assigned User
- TypeRequired
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Vendor
Trigger
Polling
Try It
- Number of days before Move-OutRequired
- Portfolio
- Property
Trigger
Polling
Try It
- Type
- Property
Trigger
Polling
Try It
- LeaseRequired
- DateRequired
- AccountRequired
- Description
- AmountRequired
- Notes
- Reference
Action
Write
- First NameRequired
- Last NameRequired
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Write
- First Name
- Last Name
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Email
- Type
- Number
- Properties
- ActiveRequired
Action
Write
- Search TermRequired
- Property
- Unit
- Tenant
Action
Search
- LeaseRequired
Action
Search
- Search termRequired
- Property
- Unit
- Lease
Action
Search
- Search TermRequired
Action
Search
- Search termRequired
- Property
- Unit
- Lease
- First NameRequired
- Last NameRequired
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Search or write

About DoorLoop

DoorLoop is a powerful software for managing all your properties. Market units, screen prospects, collect rent, handle bookkeeping, & more.

Learn more

Related categories

Productivity

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

DoorLoop + Wealthbox CRM

Create DoorLoop prospects 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

In Eviction

Lease Starting

New Lease

New Lease Payment

New Property

New Returned Payment

Tenant Moving In

New Vendor

Renter Insurance Expiring

Upcoming Rent Change

Create Expense

Create Lease Credit

Create a Task/Work Order

Find Account

Find Lease Tenants

Find Property

Find Unit

Find Vendor

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

Lease Ending

New Expense

New Lease Charge

New Owner

New Prospect

New Task / Work Order

New Tenant or Prospect

New Vendor Bill

Tenant Moving Out

Updated Task / Work Order

Create Lease Charge

Create Prospect

Create Vendor

Find Lease

Find Next Lease Rent Change

Find Tenant or Prospect

Find User

Find or Create Prospect

About DoorLoop

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces