Onfleet + Wealthbox CRM

Create Onfleet tasks for new Wealthbox CRM contacts

Efficiently manage your new contacts from Wealthbox CRM by creating tasks in Onfleet with this streamlined workflow. When a new contact is added in Wealthbox CRM, a task is instantly generated in Onfleet, helping you to save time and stay organized. This seamless automation makes it simple to keep track of your tasks and engage with your new contacts effectively.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Creates a pickup or dropoff task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- 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
- NameRequired
- DistanceRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- Order IDRequired
Action
Write
- MerchantRequired
- ExecutorRequired
- Task TypeRequired
- Task RecipientRequired
- Location CoordinatesRequired
- AssignmentRequired
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Recipient NameRequired
- Recipient PhoneRequired
- Recipient Notes
- Longitude
- Latitude
- Address Line 1Required
- Address Line 2
- Address CityRequired
- Address State / ProvinceRequired
- Address Post Code / ZipRequired
- Address CountryRequired
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task TypeRequired
- AssignmentRequired
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- DelayRequired
- NameRequired
Trigger
Instant
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- NameRequired
- ETA ThresholdRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- NameRequired
Trigger
Instant
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- Order IDRequired
Action
Write
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Address Line 1Required
- Pickup Address Line 2
- Pickup Address CityRequired
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address CountryRequired
- Pickup Details
- Dropoff Address Line 1Required
- Dropoff Address Line 2
- Dropoff Address CityRequired
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address CountryRequired
- Dropoff Details
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Location CoordinatesRequired
- Task Link OrderRequired
- AssignmentRequired
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order IDRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Details
- Dropoff Details
- Quantity
- Signature Requirement
- Photo Requirement
- Notes Requirement
Action
Write

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

Learn more

Related categories

Product Management

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

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By team

Onfleet + Wealthbox CRM

Create Onfleet tasks for new Wealthbox CRM contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

Email Address

Name

Phone Number

Id

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