Hubflo + Wealthbox CRM
Create new contacts in Hubflo from new contacts in Wealthbox CRM
Easily manage your client relationships with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, it swiftly creates the same contact in Hubflo. This integration aids in efficient data management and allows you to keep all your contacts organized and up-to-date across both platforms.
Easily manage your client relationships with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, it swiftly creates the same contact in Hubflo. This integration aids in efficient data management and allows you to keep all your contacts organized and up-to-date across both platforms.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a Contact
ActionWriteCreate a new record or update an existing record in your app.
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New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.HouseholdRequired
MemberRequired
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
TitleRequired
Description
Starts AtRequired
Ends AtRequired
All Day
Category
State
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
NameRequired
Description
Target Close DateRequired
ProbabilityRequired
Opportunity StageRequired
Manager
Amount
Currency
Kind
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category
Related Contact
Type
NameRequired
Due DateRequired
Description
Assignment TypeRequired
Complete
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow TemplateRequired
Linked to TypeRequired
Linked to IdRequired
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Overdue
Triggers when an invoice is overdue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Chatroom
Triggers when a new chatroom is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Issued Invoice
Triggers when a new invoice is issued (non draft).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Smartdoc
Triggers when a new smartdoc is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task (By Client)
Triggers when a new task is created by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Stage Updated
Triggers when a project stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.workspace idRequired
titleRequired
urlRequired
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.full nameRequired
first name
last name
email
phone
secondary phone
contact type
priority
address
postal code
city
state
country
job title
url linkedin
owner idRequired
company id
company name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.titleRequired
contentRequired
projects
contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.projectRequired
project section templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.titleRequired
subtitle
welcome_message
new chat room
users
project
template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspaceRequired
titleRequired
contentRequired
parent_id
New
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.smartdoc idRequired
contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company_idRequired
name
business description
company email
address
postal code
city
state
country
staff
siret
vat number
website
url linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.project_idRequired
nameRequired
estimated revenue
start date
end date
owner
primary contact
project type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.SearchFind existing data in your appworkspaceRequired
title
ActionThis is an event a Zap performs.SearchFind existing data in your appFind workspace byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appfind contact by
full nameRequired
first name
last name
email
phone
secondary phone
contact type
priority
address
postal code
city
state
country
job title
url linkedin
owner idRequired
company id
company name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind workspace byRequired
titleRequired
subtitle
welcome_message
new chat room
users
project
template
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
Type
ContentRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Tags
Email Address
Email Type
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
Phone Number
Id
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appClient Invited to Portal
Triggers when a new invitation to the portal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Uploaded
Triggers when a new file is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Issued Proposal
Triggers when a new proposal is issued (non draft).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Proposal
Triggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSmartdoc Completed
Triggers when a smartdoc is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is mark as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.workspace idRequired
titleRequired
urlRequired
display mode
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.nameRequired
business description
company email
address
postal_code
city
state
country
staff
siret
vat number
website
url linkedin
ownerRequired
Hubspot ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspaceRequired
contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.nameRequired
estimated revenue
start date
end date
ownerRequired
primary contact
project typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.nameRequired
description
start time
completed
project
contact
workspace
assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Folder nameRequired
Parent ID (for subfolders)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.form idRequired
contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace idRequired
titleRequired
subtitle
welcome message
chat room id
project id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.contact_idRequired
full name
first name
last name
email
phone
secondary phone
contact type
priority
address
postal code
city
state
country
job title
url linkedin
company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.task_idRequired
name
description
start time
completed
project
contact
workspace
assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your appfind project byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your appfind project byRequired
nameRequired
estimated revenue
start date
end date
ownerRequired
primary contact
project typeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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