Notion + Wealthbox CRM

Create Notion database items for new Wealthbox CRM contacts

Keep your Notion database up-to-date with your Wealthbox CRM contacts effortlessly. This workflow is designed to update your Notion database items whenever a new contact is added in Wealthbox CRM. It ensures a seamless transfer of contact information, allowing you to maintain an organized and consolidated contact list within Notion. Experience improved efficiency and less manual work in managing your contacts.

Keep your Notion database up-to-date with your Wealthbox CRM contacts effortlessly. This workflow is designed to update your Notion database items whenever a new contact is added in Wealthbox CRM. It ensures a seamless transfer of contact information, allowing you to maintain an organized and consolidated contact list within Notion. Experience improved efficiency and less manual work in managing your contacts.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Update Data Source Item

    Updates a data source item.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Related categories

  • Task Management
wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

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