OffAlerts + Wealthbox CRM Integrations

How to connect OffAlerts + Wealthbox CRM

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Supported triggers and actions

What does this mean?

- Monitor id
  Choosing a monitor will trigger on all new events on that monitor.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
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
  The contact you wish to related to this Note.
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
  The first, last or full name of the Contact you wish to search for.
- Phone Number
  Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
- Id
  Enter the ID of the Contact that you wish to search for.
- Type
Action
Search

New Comment
Triggers when a new comment 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
- HouseholdRequired
  Choose a household from the dropdown or use a custom value to populate the household from a previous step.
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
  The contact you wish to associate with the new Event.
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
  The contact you wish to associate with the new Opportunity.
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
  The contact you wish to related to this Task.
- Type
  Should always be set to "Contact".
- NameRequired
- Due DateRequired
- Description
- Assigned To
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
  This field is the Id of the linked Contact, Opportunity, or Project — not its name.
- Label
Action
Write
- Email Address
- Name
  The first, last or full name of the Contact you wish to search for.
- Phone Number
  Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
- Id
  Enter the ID of the Contact that you wish to search for.
- 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

How OffAlerts + Wealthbox CRM Integrations Work

Step 1: Authenticate OffAlerts and Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect OffAlerts + Wealthbox CRM

About OffAlerts

Uptime Monitors & Status Pages. Get Immediate Email, SMS and Push Notifications (Off Alerts) When Your Website Or App Is Offline.

Related categories

Developer Tools

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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OffAlerts + Wealthbox CRM Integrations

How to connect OffAlerts + Wealthbox CRM

Connect your apps and automate workflows

New Monitor Event

Monitor id

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

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

Create Note

Related Contact

Type

ContentRequired

Tags

Create Project

NameRequired

DescriptionRequired

Organizer

Create Household

NameRequired

TypeRequired

Tags

Email Address

Email Type

Primary Email

Find Contact

Email Address

Name

Phone Number

Id

Type

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

HouseholdRequired

MemberRequired

TitleRequired

Create Event