Connect OnceHub to Wealthbox CRM and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate OnceHub with Wealthbox CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from OnceHub

A trigger is an event that starts your Zap and runs the workflow. For example, with OnceHub, a trigger could be "Contact Captured."

A trigger is the event that kicks off your automated workflow.

Setup an action from Wealthbox CRM

An action is what takes place after the automation is triggered. For example, with Wealthbox CRM, the action could be "Add Member to Household."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OnceHub to Wealthbox CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect OnceHub to Wealthbox CRM with a Zapier template.

Our most popular template

Add new OnceHub bookings as new events in Wealthbox CRM
Details
Try it
OnceHub + Wealthbox CRM
Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub
Details
Try it
OnceHub + Wealthbox CRM

Add new OnceHub bookings as new events in Wealthbox CRM

OnceHub + Wealthbox CRM

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub

OnceHub + Wealthbox CRM

Make work flow with AI

Level up your OnceHub to Wealthbox CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect OnceHub and Wealthbox CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect OnceHub and Wealthbox CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Contact Captured
Triggers when a contact is captured
Trigger
Instant
Try It
Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
Try It
Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant
Try It
Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant
Try It
Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
Try It

Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
Try It
Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
Try It

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
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
- 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
- Street Address Type
Action
Write
- Category
- Member
  Required
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Related Contact
- Label
Action
Write
- Email Address
- Name
  Required
- Phone Number
- Member
  Required
- 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

Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
Try It
Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
Try It
Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
Try It
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
Try It
Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
Try It
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
Try It
Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
Try It
- Find Contact by
  Required
Action
Search
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
- Member
  Required
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
- Organizer
Action
Write
- Name
  Required
- Type
- Tags
- Email Address
- Street Address Type
- Primary Street Address
Action
Write
- Email Address
- Name
  Required
- Phone Number
- Member
  Required
- Type
Action
Search

Learn how to automate OnceHub on the Zapier blog

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

Related categories

Scheduling & Booking

Similar apps

Acuity Scheduling

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

YouCanBookMe

Scheduling & Booking

About Wealthbox CRM

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect OnceHub to Wealthbox CRM on the world's largest no-code automation platform

Sign up with Google