Notion + Wealthbox CRM

Create new Notion database items from new Wealthbox CRM notes

With this workflow, every time a new note is added in your Wealthbox CRM, a corresponding item will immediately be made in your Notion database. This helps in maintaining a comprehensive and organized documentation, eliminating the need for manual data entry. It ensures that your records in Wealthbox CRM and Notion stay updated and consistent, improving your business efficiency.

With this workflow, every time a new note is added in your Wealthbox CRM, a corresponding item will immediately be made in your Notion database. This helps in maintaining a comprehensive and organized documentation, eliminating the need for manual data entry. It ensures that your records in Wealthbox CRM and Notion stay updated and consistent, improving your business efficiency.

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

    Triggers when a new note is created.

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

    Creates an item in a data source.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
notion logo
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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