Triggers when a Task becomes due, but it not yet completed.

Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

Edit fields, stage, assigned to, name and notes on an existing box.

Retrieve a file by providing the file key.

Link multiple boxes together.

Update a contact by providing a contact key.

Find a box by name, key, or fuzzy query.

Searches for an existing organization.

Triggers when an existing contact is updated (only available for Premier and Enterprise Wealthbox plans)

Creates a new contact.

Creates a new note.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

Create a new box.

Edit a task by providing box key and task text or by providing a task key.

Gets a full unified thread given a thread key.

Create a new Meeting or Call Log on a box.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Searches for an existing contact by contact key, box key, or other information (like email address).

Find or Create Box

Adds a new family member to a household.

Creates a new event.

Creates a new opportunity.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find a contact.