Create integrations between Signpost and Wealthbox CRM to automate any workflow
WHEN THIS HAPPENS
An event that starts an automationAUTOMATICALLY DO THIS
An event a Zap performs after it startsEndless possibilities
Create your first workflow
Quickly automate workflows with Signpost 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.
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
TimestampRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email AddressRequired
TimestampRequired
Subject
TypeRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
IDRequired
LabelRequired
Start TimestampRequired
End TimestampRequired
Workflow StageRequired
Amount in Dollars
Amount in Cents
URL
Description
Deleted
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
Amount in Dollars
Amount in Cents
TimestampRequired
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
Lifecycle Stage
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
IDRequired
LabelRequired
Workflow StageRequired
Amount in Dollars
Amount in Cents
URL
Description
Deleted
Instructions
LocationRequired
Full Name
First Name
Last Name
Phone NumberRequired
TimestampRequired
Duration in Minutes
Duration in Seconds
TypeRequired
New Comment
Triggers when a new comment is created.
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