Grain + Wealthbox CRM

Send new Grain recordings to Wealthbox CRM

Set up this Zap to automatically send Grain recordings to the notes section inside the contact of your Wealthbox CRM. Keep your data up to date without stopping for manual data entry chores.

When this happens...
Recording Added
Triggers when a new Recording is created.
TriggerInstant
automatically do this...
ActionSearch
then do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

- Include Transcript
- Include Speakers
Trigger
Instant
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- Include Transcript
- Include Speakers
Trigger
Instant
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Recording Deleted
Triggers when a Recording is deleted.
Trigger
Instant
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Story Added
Triggers when a new Story is created.
Trigger
Instant
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Story Updated
Triggers when a Story is updated.
Trigger
Instant
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- Recording IDRequired
- FormatRequired
Action
Search
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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- 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

Highlight Deleted
Triggers when a Highlight is deleted.
Trigger
Instant
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- Include Highlights
- Include Participants
- Include Calendar Event
- Include HubSpot
- Include AI Action Items
- Include AI Summary
- Include AI Sections
Trigger
Instant
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- Include Highlights
- Include Participants
- Include Calendar Event
- Include HubSpot
- Include AI Action Items
- Include AI Summary
- Include AI Sections
Trigger
Instant
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Story Deleted
Triggers when a Story is deleted.
Trigger
Instant
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- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
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

About Grain

Grain joins your calls to take notes, document the next steps, and file automated meeting notes in platforms like Slack, HubSpot, and more.

Learn more

Related categories

AI Meeting Assistants

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

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Grain + Wealthbox CRM

Send new Grain recordings to Wealthbox CRM

Highlight Added

Highlight Updated

Recording Deleted

Story Added

Story Updated

Get Transcript

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

Highlight Deleted

Recording Added

Recording Updated

Story Deleted

API Request (Beta)

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

About Grain

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Forms