Redbooth + Wealthbox CRM

Create Redbooth tasks for new Wealthbox CRM contacts

Effortlessly manage your tasks and contacts with this efficient workflow. When you add a new contact in Wealthbox CRM, it automatically creates a task for you in Redbooth, streamlining your project management and ensuring you stay on top of your client relationships. Save time and stay organized with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Triggers when a new task is created.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
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
- 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
New Notification
Triggers when a new notification exists for the authenticated user.
Trigger
Polling
Try It
- ProjectRequired
- ListRequired
- OrganizationRequired
Trigger
Polling
Try It
- ProjectRequired
- ListRequired
- TaskRequired
- Target TypeRequired
- BodyRequired
Action
Write
- TaskRequired
- ProjectRequired
- Task ListRequired
- NameRequired
Action
Write
- ProjectRequired
- NameRequired
Action
Write
- Task ID
Action
Search

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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- 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
- Organization
Trigger
Polling
Try It
- Project
- Organization
Trigger
Polling
Try It
- OrganizationRequired
- NameRequired
- Tracks Time?
- Is Public?
- Publish Pages
Action
Write
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Write
- TextRequired
- Type
- Project
Action
Search
- Task ID
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Search or write

About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.