Creates a new contact.

Creates a new project.

Creates a new household.

Find a contact.

Triggers at a specified time before an event in your calendar starts.

Triggers when an event is updated.

Sets the categories applied to an email.

Create a copy of an email in another folder.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forwards an existing email to new recipients.

Move an email to a specific folder.

Creates a new reply to a specified email message.

Send an email from your Exchange account.

Updates a calendar event information.

Finds a Calendar Event in your calendar.

Finds emails based on search criteria.

Retrieves a specific email attachment using its ID.

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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

Triggers when a new email with attachments arrives.

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox that matches a search.

Triggers when a new message in folder is created.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Search for a contact.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves calendar events within a specific date range.