Creates a new contact.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Triggers when a new row is added to a table in a spreadsheet.

Triggers when a row is added or updated in a worksheet.

Adds one or more rows to the end of a worksheet (with line item support).

Clears the contents and/or formatting of a range of cells.

Clears the contents and/or formatting of a row by ID.

Creates a new worksheet in an existing workbook

Renames a worksheet.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds worksheet(s) by name.

Returns the contents of a Row based on its ID.

Finds or creates a specific find row.

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.

Triggers when a new row is added to a worksheet in a spreadsheet.

Triggers when a new worksheet is added to a spreadsheet.

Adds a new row to the end of a worksheet.

Adds a new row to the end of a specific table.

Clears the contents and/or formatting of a column by index.

Creates a new workbook

Deletes a worksheet.

Updates a row in a specific worksheet.

Finds all rows that match a column and value.

Returns the contents of a range of cells.

Returns a Worksheet metadata based on its ID.

Finds or creates a worksheet by name.