Sortd for Gmail + Wealthbox CRM

Create tasks in Sortd for Gmail from new tasks in Wealthbox CRM

Streamline your task management by creating a cohesive workflow between Wealthbox CRM and Sortd for Gmail. With this automation, a new task in Wealthbox CRM instantly generates a related task in Sortd for Gmail, saving you time and ensuring nothing crucial gets overlooked. Focus more on crucial matters and enjoy the efficiency brought about by the seamless interconnection of these platforms.

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

Start free with email

Start free with Google

Start free with email

Start free with Google

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- 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
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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
- TeamRequired
- BoardRequired
Trigger
Instant
Try It
- TeamRequired
- BoardRequired
Trigger
Instant
Try It
- Team
- BoardRequired
- ListRequired
Trigger
Polling
Try It
- TeamRequired
- BoardRequired
- ListRequired
Trigger
Instant
Try It
- Task IdRequired
Action
Write
- TeamRequired
- BoardRequired
- ListRequired
- Thread IdRequired
- Message IdRequired
- TitleRequired
- TaskTypeRequired
- Archive Email ThreadRequired
Action
Write
- Task IdRequired
- Team
- Board
- List IdRequired
Action
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
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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
- TeamRequired
- BoardRequired
Trigger
Instant
Try It
- TeamRequired
- BoardRequired
Trigger
Instant
Try It
- TeamRequired
- BoardRequired
- ListRequired
Trigger
Instant
Try It
- Task IdRequired
- Assignee Email AddressRequired
Action
Write
- TeamRequired
- BoardRequired
- Board ListRequired
- Task TitleRequired
- Deadline
- Task Description
Action
Write
- Task IdRequired
Action
Write
- Task IdRequired
- Assigned Email AddressRequired
Action
Write

About Sortd for Gmail

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

Related categories

Team Collaboration

About Wealthbox CRM

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Sortd for Gmail + Wealthbox CRM

Create tasks in Sortd for Gmail from new tasks in Wealthbox CRM

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Task Archived

Task Completed

Get a Lists Tasks

Task Moved to List

Complete Task

Create Task From Gmail Thread

Move a Task to a New List

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Task Assigned

Task Deleted

New Task Created

Assign a Task

Create Task

Mark Task as Incomplete

Unassign Task

About Sortd for Gmail

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces