Rex + Wealthbox CRM

Create new Rex leads from Wealthbox CRM contacts

Keep your leads organized and never miss an opportunity by streamlining your CRM processes. This workflow activates when you add a new contact in Wealthbox CRM, and instantly creates a lead in Rex to help you manage your prospects efficiently. Save time and make sure you always have up-to-date information in both systems with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Create Lead
Creates a Lead
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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
- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Lead IDRequired
- AssigneeRequired
Action
Write
- Your Rex Agency AccountRequired
- Match Profile CategoryRequired
- Contact IDRequired
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Due dateRequired
- RemindeeRequired
- PriorityRequired
- Contact ID
- Listing ID
- Property ID
- DescriptionRequired
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- TrackRequired
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency AccountRequired
- Calendar Event ID
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

New Contact
Triggers when a new contact is created.
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
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to type
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact IDs
- Property IDs
- NoteRequired
Action
Write
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- Associated record typeRequired
- Record IDRequired
Action
Write
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Rex + Wealthbox CRM

Create new Rex leads from Wealthbox CRM contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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