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How Zapier works
Zapier makes it easy to integrate Lighthouse By Cloudify with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Record" from Lighthouse By Cloudify.
Add your action
An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.
You’re connected!
Zapier seamlessly connects Lighthouse By Cloudify and Wealthbox CRM, automating your workflow.
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.
- EntityRequired
- Event
Try ItTriggerInstant- Record Key/IDRequired
- EntityRequired
ActionWrite- New Comment
Triggers when a new comment is created.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated.
Try ItTriggerInstant
- EntityRequired
- Message
- Reference IdRequired
- Possible IssueRequired
- SourceRequired
- StatusRequired
- Bypass Webhooks?
- Optional JSON Object
ActionWrite- Record Key/IDRequired
- EntityRequired
- Message
- Possible IssueRequired
- Source
- StatusRequired
- Bypass Webhooks?
- Optional JSON Object
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Event
Triggers when a new event is created.
Try ItTriggerInstant
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