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Create new contacts in Hubflo from new contacts in Wealthbox CRM
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Wealthbox CRM + Hubflo

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Wealthbox CRM + Hubflo

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Invited to Portal" from Hubflo.

Add your action

An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Hubflo and Wealthbox CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

Client Invited to Portal
Triggers when a new invitation to the portal is created.
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
- Form id
  Required
Trigger
Polling
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
New Comment on a Task
Triggers when a new comment is created on a task.
Trigger
Instant
Try It

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New File Added to Task
Triggers when a new file is added to a task.
Trigger
Instant
Try It

New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Issued Proposal
Triggers when a new proposal is issued (non draft).
Trigger
Polling
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Time Log
Triggers when a new time log is created.
Trigger
Polling
Try It
Project Stage Updated
Triggers when a project stage is updated.
Trigger
Instant
Try It
Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Trigger
Instant
Try It
Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Trigger
Instant
Try It
- task id
  Required
- body
  Required
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- library
Action
Write
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- owner
  Required
- Hubspot ID
Action
Write
- workspace id
  Required
- contact
  Required
Action
Write
- title
  Required
- content
  Required
- projects
- contacts
Action
Write
- project id
- project section template
  Required
Action
Write
- title
  Required
- subtitle
- welcome_message
- new chat room
- assignees
- project id
- template
Action
Write
- workspace id
  Required
- title
  Required
- content
  Required
- Parent ID (for subfolders)
- __new__
- library
Action
Write
- Form id
  Required
Action
Write
- invoice id
  Required
Action
Write
- invoice id
  Required
- paid at
  Required
- payment method
  Required
- paid amount
  Required
Action
Write
- invoice id
  Required
Action
Write
- chatroom id
  Required
- body
  Required
- private
Action
Write
- invoice id
  Required
- title
  Required
- subtitle
- welcome_message
- chatroom id
  Required
- project id
Action
Write
- contact
  Required
- full name
  Required
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- company id
Action
Write
- task id
  Required
- name
  Required
- Description
  Required
- start time
- completed
- project id
- contact
  Required
- workspace id
  Required
- assignees
- contacts
- tags
Action
Write
- workspace id
  Required
- locked
- Description
  Required
Action
Write
- find contact by
Action
Search
- workspace id
  Required
- title
  Required
Action
Search
- project id
- name
  Required
Action
Search
- overdue
- project id
- contact
  Required
- assignee_id
- creator_type
- completed
- Parent ID (for subfolders)
Action
Search
- company email
- phone
Action
Search
- invoice id
  Required
Action
Search
- find contact by
- full name
  Required
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- owner
  Required
- company id
- company name
Action
Search or write
- find contact by
- title
  Required
- subtitle
- welcome_message
- new chat room
- assignees
- project id
- template
Action
Search or write
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
- Household
  Required
- invoice id
  Required
- title
  Required
Action
Write
- Related Contact
- title
  Required
- Description
  Required
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- state
- Location
Action
Write
- Related Contact
- name
  Required
- Description
  Required
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Street Address Type
Action
Write
- Category
- invoice id
  Required
- type
- name
  Required
- Due Date
  Required
- Description
  Required
- Assignment Type
  Required
- Complete
- priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Related Contact
- Label
Action
Write
- company email
- name
  Required
- phone
- invoice id
  Required
- 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

Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Trigger
Instant
Try It
Form Completed (By Client)
Trigger when a form is completed by a client.
Trigger
Instant
Try It
Invoice Overdue
Triggers when an invoice is overdue.
Trigger
Instant
Try It
New Chatroom
Triggers when a new chatroom is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New File Uploaded
Triggers when a new file is uploaded.
Trigger
Instant
Try It
New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
Try It
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Issued Invoice
Triggers when a new invoice is issued (non draft).
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Smartdoc
Triggers when a new smartdoc is created.
Trigger
Polling
Try It
New Task (By Client)
Triggers when a new task is created by a client.
Trigger
Instant
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Trigger
Instant
Try It
Task Completed
Triggers when a task is mark as completed.
Trigger
Instant
Try It
- invoice id
  Required
- accounting id
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display mode
- library
Action
Write
- invoice id
  Required
- URL
Action
Write
- full name
  Required
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- owner
  Required
- company id
- company name
Action
Write
- Description
  Required
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
  Required
Action
Write
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Write
- name
  Required
- Description
  Required
- start time
- completed
- project id
- contact
  Required
- workspace id
  Required
- assignees
- clickup id
- contacts
- tags
Action
Write
- workspace id
  Required
- title
  Required
- Parent ID (for subfolders)
- Description
  Required
- locked
Action
Write
- invoice id
  Required
- Description
  Required
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
  Required
Action
Write
- company id
Action
Write
- Form id
  Required
Action
Write
- task id
  Required
Action
Write
- Form id
  Required
- contact
  Required
Action
Write
- smartdoc id
  Required
- contact
  Required
Action
Write
- company id
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
Action
Write
- project id
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Write
- workspace id
  Required
- title
  Required
Action
Write
- name
  Required
- contact
  Required
Action
Search
- library
- type
- workspace id
  Required
Action
Search
- find contact by
Action
Search
- Form id
  Required
- status
Action
Search
- find contact by
Action
Search
- Form id
  Required
Action
Search
- task id
  Required
Action
Search
- find contact by
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Search or write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
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
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- invoice id
  Required
- type
- content
  Required
- tags
Action
Write
- name
  Required
- Description
  Required
- Organizer
Action
Write
- name
  Required
- type
- tags
- address
- Street Address Type
- Primary Street Address
Action
Write
- company email
- name
  Required
- phone
- invoice id
  Required
- type
Action
Search

About Hubflo

Hubflo is the all-in-one client portal suite to work with clients

Related categories

CRM (Customer Relationship Management)

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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