Teamwork + Wealthbox CRM

Teamwork + Wealthbox CRM integrations

Create links in Teamwork for new Wealthbox CRM contacts

Easily build relationships with new contacts in your Wealthbox CRM by organizing all their important information in Teamwork. With this workflow, whenever you add a new contact in Wealthbox CRM, a corresponding link will be automatically created in Teamwork, saving you time and keeping your data organized. Stay on top of your client management and ensure that vital details are seamlessly integrated between the two platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Create LinkCreates a new link.
ActionWrite

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More things you can do with Wealthbox CRM and Teamwork

Discover other triggers and actions you can use with Wealthbox CRM and Teamwork

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
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
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Trigger
Instant
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New Column
Triggered when you add a new column.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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New Link
Triggered when you add a new link.
Trigger
Instant
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New Message Reply
Triggered when you add a new message reply.
Trigger
Instant
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New Notebook
Triggered when you add a new notebook.
Trigger
Instant
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New Project
Triggered when you add a new project.
Trigger
Instant
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New Risk
Triggered when you add a new risk.
Trigger
Instant
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New Status
Triggered when you add a new status.
Trigger
Instant
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New Task List
Triggered when you add a new task list.
Trigger
Instant
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New Time Entry
Triggered when you add a new time entry.
Trigger
Instant
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- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Write
- Project
  Required
- Name
  Required
- Color
Action
Write
- Project
  Required
- Expense
  Required
- Description
- Date
  Required
- Cost
  Required
Action
Write
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Invoice No./ID
  Required
- PO Number
- Description
- Issue Date
  Required
- Fixed Price
- Currency
  Required
Action
Write
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Task ID
  Required
Action
Write
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Write
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Name
  Required
- Parent Category
Action
Write
- Project
- Add Selected Users to this Project
  Required
Action
Write
- User
  Required
- Status
  Required
- Notify Everyone in Owner Company?
- Who should be notified?
Action
Write
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Write
- Project
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Project
- Task List
- Content
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
Action
Write
- Search For
  Required
Action
Search
- Name
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Workflow ID
  Required
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Project
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Search or write
- Search For
  Required
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Search or write

New Contact
Triggers when a new contact 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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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Calendar Event
Triggered when you add a new calendar event.
Trigger
Instant
Try It
New Card
Triggered when you add a new card.
Trigger
Instant
Try It
New Comment
Triggered when you add a new comment.
Trigger
Instant
Try It
New Expense
Triggered when you add a new expense.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
New Message
Triggered when you add a new message.
Trigger
Instant
Try It
New Milestone
Triggered when you add a new milestone.
Trigger
Instant
Try It
New Person
Triggered when you add a new person.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
New Stage
Triggered when you add a new stage.
Trigger
Instant
Try It
New Task
Triggered when you add a new task.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
- Task List Template
  Required
- Project
  Required
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Website
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Message
  Required
- Body
  Required
- Who should be notified?
- Post as Another User
Action
Write
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Write
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Write
- Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Write
- Workflow ID
  Required
- Name
  Required
- Color
Action
Write
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Description
Action
Write
- Project
- Task List
- Task
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Name
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Search or write
- Name
  Required
- Website
Action
Search or write
- Search For
  Required
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Search or write
- Workflow ID
  Required
- Search For
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
  Required
- Description
Action
Search or write
- Search For
  Required
Action
Search or write

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn moreLearn moreHelpHelp

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Project Management

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About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Create new Teamwork projects from newly added Wealthbox CRM contacts

Create task lists in Teamwork for new contacts in Wealthbox CRM