Front + Wealthbox CRM

Create Front accounts from new Wealthbox CRM contacts for seamless client management

Effortlessly manage and organize your contacts with this powerful workflow between Wealthbox CRM and Front. When a new contact is added to Wealthbox, an account will be created for them in Front. This seamless integration helps you ensure all your communication channels stay up-to-date, saving valuable time and streamlining your customer relationship management process.

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

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
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New Event
Triggers when a new event is created.
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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.
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Instant
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New Workflow
Triggers when a new workflow is created.
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Instant
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- 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
- Team
- RuleRequired
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- Team
- Inboxes
Trigger
Instant
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- Conversation IDRequired
- Author
- BodyRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Account NameRequired
- Description
- Email Domains
- External ID
- Custom Attributes
Action
Write
- Channel IDRequired
- AuthorRequired
- To
- cc
- bcc
- Subject
- BodyRequired
- Sharing
Action
Write
- Name
- External URLRequired
Action
Write
- InboxRequired
- Sender Name
- Sender HandleRequired
- Sender Handle TypeRequired
- ToRequired
- Subject
- Body Format
- BodyRequired
- DateRequired
- Attachment
- External IDRequired
- Message Type
- Message Direction
- Author
- Is ArchivedRequired
- Should Skip RulesRequired
- Thread Reference
Action
Write
- Conversation IDRequired
- Link IDsRequired
Action
Write
- ChannelRequired
- Sender Name
- ToRequired
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Author
- Archive the Conversation
- Tags
- Tag IDs
Action
Write
- Account IDRequired
- Name
- Description
- Email Domains
- Custom Attributes
Action
Write
- Inbox
- Conversation IDRequired
- Assignee
- Status
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Handle SourceRequired
- HandleRequired
Action
Search
- Handle SourceRequired
- HandleRequired
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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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
- Team
- Inboxes
Trigger
Instant
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- Team
- Inboxes
Trigger
Instant
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- Team
Trigger
Instant
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- Conversation IDRequired
- Links External URLsRequired
Action
Write
- Conversation IDRequired
- Teammate
Action
Write
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Write
- Conversation IDRequired
- Author
- To
- Cc
- Bcc
- Subject
- BodyRequired
- Sharing
- Channel IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- Link IDRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Conversation IDRequired
- To
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Channel
- Tags
- Tag IDs
- Archive the Conversation
Action
Write
- ContactRequired
- Name
- Description
- Links
- Groups
- Remove Contact From Every Group
- Picture
- Custom Attributes
Action
Write
- Link IDRequired
- NameRequired
Action
Write
- Email Domain
- External ID
- Account ID
Action
Search
- Email Domain
- External ID
- Account ID
- Account NameRequired
- Description
- Email Domains
- Custom Attributes
Action
Search or write

About Front

Front is the shared inbox for teams that brings your email, communication channels, and apps into one platform for collaboration.

Learn more Help

Related categories

Similar apps

Zendesk

Customer Support

Gmail

Email, Google

Help Scout

Customer Support

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

Front + Wealthbox CRM

Create Front accounts from new Wealthbox CRM contacts for seamless client management

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