Pointagram + Wealthbox CRM

Pointagram + Wealthbox CRM integrations

Create Pointagram players from new Wealthbox CRM contacts

Effortlessly keep track of new contacts in your Wealthbox CRM by adding them as players in Pointagram with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, a player will be created in Pointagram, ensuring you never miss out on potential opportunities and maintain up-to-date records in both platforms. Stay organized and enhance the management of your sales process with this powerful combination.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create PlayerCreates a new player.
ActionWrite

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More things you can do with Wealthbox CRM and Pointagram

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

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
- 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
List Players
Polling webhook for players. Triggers when players are created in Pointagram.
Trigger
Polling
Try It
- Player
  Required
- Status
Trigger
Polling
Try It
- Score Series
  Required
- Player Id
  Required
- Score
- Point Type
- External Score Reference
- Tags
- Add unrecognized tags
- Score Time
- Comment
Action
Write
- Team name
  Required
- Icon
- External Reference
- Do not use for data filtering
Action
Write
- Player
  Required
Action
Write
- Search By
- Search Value
  Required
Action
Search
- Score Series Id
  Required
- Point Type Name
  Required
Action
Search
- Team Id
  Required
- Player Id
  Required
Action
Search
- Search By
- Search Value
  Required
- Player Name
  Required
- Player Email
- External Reference
- Send Invite
Action
Search or 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
- 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
List Teams
Polling webhook for teams in Pointagram. Triggers when a team is created in Pointagram.
Trigger
Polling
Try It
Test Connection
Endpoint to verify connection to Pointagram.
Trigger
Polling
Try It
- Player Name
  Required
- Player Email
- External Reference
- Send Invite
Action
Write
- Team Id
  Required
- Player Id
  Required
Action
Write
- Player
  Required
- Name
- Email
- External Ref
Action
Write
- Score Series Name
  Required
Action
Search
- Team Id
- Team External Reference
- Team Name
Action
Search
- Player Id
  Required
Action
Search
- Team Id
- Team External Reference
- Team Name
- Team name
  Required
- Icon
- External Reference
- Do not use for data filtering
Action
Search or write

About Pointagram

Pointagram is a gamification tool that boosts engagement by rewarding team and individual achievements with points, badges, leaderboards, and rewards.

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Related categories

Dashboards

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)

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