Streamtime + Wealthbox CRM

Add new Wealthbox CRM contacts to Streamtime as contacts

Effortlessly keep your Wealthbox CRM and Streamtime contacts in sync with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, a corresponding contact will be created in Streamtime, ensuring both platforms stay up-to-date. Spend less time on manual tasks and enjoy a streamlined contact management process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact.
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
Company Created
Triggers when a Company is created
Trigger
Instant
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Contact Created
Triggers when a Contact is created
Trigger
Instant
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- User
Trigger
Instant
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Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
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- Mentioned User
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
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- CompanyRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job IDRequired
- Post TitleRequired
- MessageRequired
Action
Write
- Board NameRequired
Action
Write
- Job IDRequired
- MessageRequired
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- StatusRequired
- Job IDRequired
- Item Name
Action
Write
- Job IDRequired
- Company NameRequired
- New Job NameRequired
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?Required
Action
Write
- Priority Board NameRequired
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
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
Company Updated
Triggers when a Company is modified.
Trigger
Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
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Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
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Job Created
Triggers when a Job is created.
Trigger
Instant
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- Activity Type
- User
- Company
- Job Name
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
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- NameRequired
- Phone 1
- Phone 2
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job NameRequired
- Job Number
- Company NameRequired
- Budget
Action
Write
- Job IDRequired
- Expense NameRequired
- Description
- Reference
- Company
- Date
- Pricing MethodRequired
- StatusRequired
- Currency Code
- QuantityRequired
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- NotesRequired
- Date
- Duration (minutes)
- StatusRequired
Action
Write
- Label TypeRequired
- IDRequired
- NameRequired
Action
Write
- Priority Board IDRequired
- ColumnRequired
- Card TypeRequired
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search

About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn more Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management

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

Streamtime + Wealthbox CRM

Add new Wealthbox CRM contacts to Streamtime as 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