Create integrations between Thankster and Wealthbox CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Thankster 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
Now it's time for action
And that's it! You've just created a Zap.
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.
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.
Get Address Book
Triggers when a new address is created.
Try ItNew Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try It
Select a Thankster ProjectRequired
Sender FirstnameRequired
Sender Lastname
Sender Company Name
Sender Address1Required
Sender Address2
Sender CityRequired
Sender State
Sender ZipRequired
Sender Country
Receiver FirstnameRequired
Receiver Lastname
Receiver Company
Receiver Address1Required
Receiver Address2
Receiver CityRequired
Receiver State
Receiver ZipRequired
Receiver Country
Main Inside Message
Secondary Inside Message
Image URL, Main Inside Page
Image URL, Secondary Inside Page
Image URL, Front Cover
Image URL, Back Cover
Sender Image
Recipient Image
New Contact
Triggers when a new contact is created.
Try ItNew Note
Triggers when a new note is created.
Try ItNew Project
Triggers when a new project is created.
Try It