TIMIFY + Wealthbox CRM

TIMIFY + Wealthbox CRM integrations

Create new TIMIFY customers from new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM contacts and TIMIFY customer records up-to-date with this automation workflow. Every time a new contact is added in Wealthbox CRM, a customer will be created in your TIMIFY account, saving you valuable time and ensuring accurate data across both platforms. Stay organized and maintain seamless communication between your CRM and appointment scheduling tool with this efficient workflow.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create CustomerTo Create a Customer in Timify
ActionWrite

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More things you can do with Wealthbox CRM and TIMIFY

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

New Comment
Triggers when a new comment is created.
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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
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
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New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
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Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
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Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
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Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
Try It
- Title
  Required
- Resource ID(s)
  Required
- Duration (in minutes)
  Required
- Date & Time
  Required
- Notes
Action
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
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
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New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
Try It
- Field
  Required
Trigger
Instant
Try It
New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
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New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
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Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
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- Service
  Required
- Resource ID(s)
  Required
- Date & Time
  Required
- Duration
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- External ID
Action
Write

About TIMIFY

TIMIFY is an online scheduling and resource management tool for all kind of small businesses and large enterprises.

HelpHelp

Related categories

Calendar

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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