Create integrations between RevBoss and Wealthbox CRM to automate any workflow
Create your first workflow
Quickly automate workflows with RevBoss 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
Now it's time for action
And that's it! You've just created a Zap.
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.
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.
Event TypeRequired
Flow
Try ItEmailRequired
Suppression TypeRequired
Title
New Contact
Triggers when a new contact is created.
Try ItNew Note
Triggers when a new note is created.
Try It
EmailRequired
SegmentRequired
Company Domain
First Name
Last Name
Middle Name
Nickname
Linkedin Url
Job Title
Phone Number
City
State
Country
Company Name
Company Linkedin Url
Company Size
Company Industry
Company Location
Company Linkedin Id
Company Phone Number
Company City
Company State
Company Country
Company Keywords
Company Annual Revenue
Company Seo Description
Company Number Of Retail Locations
Company Technologies
New Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try It