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OmniFocus + Wealthbox CRM Integrations

How to connect OmniFocus + Wealthbox CRM

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Supported triggers and actions

What does this mean?
  • OmniFocus triggers, actions, and search
    Create Task
    Creates a new task in your OmniFocus Inbox.
    Action
    Write
  • Wealthbox CRM triggers, actions, and search
    New Comment
    Triggers when a new comment is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Event
    Triggers when a new event is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Note
    Triggers when a new note is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Instant
  • Wealthbox CRM triggers, actions, and search
    Task Complete
    Triggers when a Task has been completed. Non-repeating tasks only.
    Trigger
    Instant
  • Wealthbox CRM

    Triggers when a new task is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new workflow is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when an existing workflow step is completed.

    Instant

    Trigger

  • Wealthbox CRM

    Adds a new family member to a household.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new contact.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new event.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new note.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new opportunity.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new project.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new task.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new household.

    Scheduled

    Action

  • Wealthbox CRM

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

    Scheduled

    Action

  • Wealthbox CRM

    Find a contact.

    Scheduled

    Action

  • Wealthbox CRM

    Finds or creates a specific find contact.

    Scheduled

    Action

How OmniFocus + Wealthbox CRM Integrations Work

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

About OmniFocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.
Learn More

Related categories

  • Task Management

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wealthbox logo
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About Wealthbox CRM

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

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