Create integrations between iListTech and Wealthbox CRM to automate any workflow
Create your first workflow
Quickly automate workflows with iListTech and Wealthbox CRM using Zapier's templates.
Our most popular template
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
Now it's time for action
And that's it! You've just created a Zap.
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.
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.
New Lead
Triggers when a new lead is created.
Try ItNew 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
First Name
Last Name
Bedrooms
Bathrooms
Year Built
Mls Number
Status
Price
Property Type
Zip
City
Street Address
County
State
Email
Phone Number 1
Phone Number 2
Do Not Call
Processed Date
Type
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