Creates a new contact.

Creates a new project.

Creates a new household.

Find a contact.

This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.

Use this action whenever you need to update a subject in the iubenda Consent Solution (e.g. change of the email address of the user). If you wish to update the preferences of a subject, you'll need to use the "Update preferences" action. Leave blank the fields you don't want to update.

Adds a new family member to a household.

Creates a new event.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find or Create a Contact

Update the preferences of a given subject in iubenda Consent Solution. Any change in preferences requires a new consent, therefore this action will create a new consent for the existing subject.

Use this action to update a subject when verified in iubenda Consent Solution, for instance via the double opt-in method. This action requires the subject has already been created.