Ooma Office + Wealthbox CRM + Formatter by Zapier

Ooma Office + Wealthbox CRM integrations

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 CallTriggers 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 / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create NoteCreates a new note.
ActionWrite

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Discover other triggers and actions you can use with Ooma Office, Formatter by Zapier, and more

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
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New Call Recording
Triggers when a new call recording is created.
Trigger
Instant
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New Incoming Call
Triggers when a new incoming call occurs.
Trigger
Instant
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New Outgoing Call
Triggers when a new outgoing call occurs.
Trigger
Instant
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New Sent SMS
Triggers when a new SMS message is sent.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Company
  Required
- Department
- Job Title
- Phone Numbers
  Required
- Phone Number Types
  Required
- Emails
- Email Types
- Address
Action
Write
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
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
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- 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
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New Failed SMS
Triggers when an SMS fails.
Trigger
Instant
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New Missed Call
Triggers when there is a new missed call.
Trigger
Instant
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New Received SMS
Triggers when a new SMS message is received.
Trigger
Instant
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New SMS
Triggers on all SMS events: sent, received, or failed.
Trigger
Instant
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- Sender Phone Number
  Required
- Recipient Phone Number(s)
  Required
- Message
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Contact
Triggers when a new contact 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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- 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
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- 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.

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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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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.

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Related categories

Documents

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