Create integrations between Orbit and Wealthbox CRM to automate any workflow
WHEN THIS HAPPENS
New MemberAUTOMATICALLY DO THIS
Create HouseholdEndless possibilities
Create your first workflow
Quickly automate workflows with Orbit and Wealthbox CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 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.
Activity Types
Activity Tags
Member Tags
Activity Keywords
Include activities from your teammates?
Try ItMember SlugRequired
SourceRequired
Name
Source Host
Username
UID
Email
URL
Name
Email
Twitter Handle
GitHub handle
DEV profile
Bio
LinkedIn profile
Orbit Level
Preferred Pronouns
Tags to Add
Location
Shipping Address
URL
Company
Title
Birthday
Teammate
TShirt Size
Tags
Program Public UUIDRequired
Form ResponseRequired
New Member
Triggers when a new member is created in your workspace.
Try ItActivity TitleRequired
Activity Description
Activity Type
Activity Type Key
Activity Link Text
Activity Link
Activity Weight
Activity Properties
Occurred at
Key
New or Additional Member Tags
Remove and Replace Existing Member Tags
Member Email
Member GitHub Handle
Member Twitter Handle
Member Name
Member Company
Member Shipping Address
Member Bio
Member Title
Member Pronouns
Member Location
Member Birthday
Member T-Shirt Size
Member Teammate
Custom Identity Name
Custom Identity Source
Custom Identity Source Host
Custom Identity Username
Custom Identity Email
Custom Identity User ID
Custom Identity Link
Member Slug or IDRequired
NoteRequired
Member IDRequired
Name
Shipping Address
T-Shirt
Add New Tags
Replace all Tags
Biography
Birthday
Company
Title
Location
Pronouns
Slug
URL
GitHub
Twitter
Email
LinkedIn
DEV