Ooma Office + Wealthbox CRM + Formatter by Zapier

Create notes in Wealthbox CRM for new call log records from Ooma Office

Maintaining complete client interaction records shouldn't be a manual chore. When a new call is made or received through your Ooma Office system, this Zapier integration automatically creates a detailed note in Wealthbox CRM with call information. Keep your client interaction history complete and up-to-date without missing any important touchpoints.

When this happens...
New Call
Triggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.
TriggerInstant
automatically do this...
Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

New Call
Triggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.
Trigger
Instant
Try It
New Call Recording
Triggers when a new call recording is created.
Trigger
Instant
Try It
New Incoming Call
Triggers when a new incoming call occurs.
Trigger
Instant
Try It
New Outgoing Call
Triggers when a new outgoing call occurs.
Trigger
Instant
Try It
New Sent SMS
Triggers when a new SMS message is sent.
Trigger
Instant
Try It

- First NameRequired
- Last NameRequired
- CompanyRequired
- Department
- Job Title
- Phone NumbersRequired
- Phone Number TypesRequired
- Emails
- Email Types
- Address
Action
Write
- TransformRequired
Action
Write

- TransformRequired
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
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
- 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

Call Ended
Triggers when a call ends — typically after the caller or callee hangs up.
Trigger
Instant
Try It
New Failed SMS
Triggers when an SMS fails.
Trigger
Instant
Try It
New Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
New Received SMS
Triggers when a new SMS message is received.
Trigger
Instant
Try It
New SMS
Triggers on all SMS events: sent, received, or failed.
Trigger
Instant
Try It
- Sender Phone NumberRequired
- Recipient Phone Number(s)Required
- MessageRequired
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Contact
Triggers when a new contact 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
- 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

About Ooma Office

Ooma Office is an online phone and messaging system that sends & receives phone calls and text messages, shares contact data and launches conference calls.

Related categories

Phone & SMS

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

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Ooma Office + Wealthbox CRM + Formatter by Zapier

Create notes in Wealthbox CRM for new call log records from Ooma Office

New Call

New Call Recording

New Incoming Call

New Outgoing Call

New Sent SMS

Create Contact

Date / Time

Text

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Call Ended

New Failed SMS

New Missed Call

New Received SMS

New SMS

Send SMS

Numbers

Utilities

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

About Ooma Office

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

About Formatter by Zapier

Related categories