Create integrations between Handwrite and Wealthbox CRM to automate any workflow
WHEN THIS HAPPENS
An event that starts an automationAUTOMATICALLY DO THIS
An event a Zap performs after it startsEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
MessageRequired
Sent By
Recipient First Name
Recipient Last Name
Recipient Company
Recipient Address Line 1Required
Recipient Address Line 2
Recipient CityRequired
Recipient StateRequired
Recipient ZipRequired
Choose A CardRequired
Choose A HandwritingRequired
New Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try It
MessageRequired
Recipient First Name
Recipient Last Name
Recipient Company
Recipient Address Line 1Required
Recipient Address Line 2
Recipient CityRequired
Recipient StateRequired
Recipient ZipRequired
Choose A CardRequired
Choose A HandwritingRequired
From: First Name
From: Last Name
From: Street 1Required
From: Street 2
From: CityRequired
From: StateRequired
From: Zip CodeRequired
New Contact
Triggers when a new contact is created.
Try ItNew Note
Triggers when a new note is created.
Try ItNew Project
Triggers when a new project is created.
Try It