OrbisX + Wealthbox CRM

OrbisX + Wealthbox CRM integrations

Create new OrbisX leads from Wealthbox CRM contacts with ease

Effortlessly manage your leads with this powerful Wealthbox CRM and OrbisX integration. Whenever you add a new contact in Wealthbox CRM, a lead will be created in OrbisX, streamlining your lead management process. This simple automation saves you time and ensures consistent data across both platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Create LeadCreates a new lead.
ActionWrite

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More things you can do with Wealthbox CRM and OrbisX

Discover other triggers and actions you can use with Wealthbox CRM and OrbisX

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
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
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New Clients Hook
Triggers when a new client is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Events
Triggers when a new events are created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
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New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
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New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
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New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
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Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
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- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or 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
Action
Search
Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
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- Invoice ID
  Required
Trigger
Polling
Try It
New Clients
Triggers when a new clients are created.
Trigger
Polling
Try It
- Form ID
Trigger
Polling
Try It
New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It
New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

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CRM (Customer Relationship Management)

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