MyDesk + Wealthbox CRM

MyDesk + Wealthbox CRM integrations

Create tasks in MyDesk for new Wealthbox CRM contacts

Effortlessly stay on top of your client management tasks with this Wealthbox CRM and MyDesk workflow. Whenever a new contact is added in Wealthbox CRM, a task will be created in MyDesk to help you track your follow-ups and interactions seamlessly. By connecting these two apps, you'll save time and streamline your client communication process.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create TaskCreates a Task.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Wealthbox CRM and MyDesk

Discover other triggers and actions you can use with Wealthbox CRM and MyDesk

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- 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
Action
Search or write
- Company Type
  Required
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Status
  Required
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Address Type
  Required
- Street
- Postal Code
  Required
- City
  Required
- Country
  Required
- Set as Primary Visiting Address
  Required
- Set as Primary Shipping Address
  Required
Action
Write
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Write
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Write
- Company Type
  Required
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Contact With
- Subject
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Assigned To
  Required
- Location
- Appointment Type
  Required
- Follow Up
  Required
- Is Closed
  Required
Action
Write
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Write
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Write
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- Code
  Required
Action
Search
- Name
- Code
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Search or write

About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.