TotalBrokerage + Wealthbox CRM

Add new Wealthbox CRM contacts to TotalBrokerage automatically

Effortlessly manage your contacts by connecting Wealthbox CRM to TotalBrokerage with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will create a contact in TotalBrokerage, ensuring all your client information remains consistent across both platforms. Streamline your workflow and enhance productivity with this smooth integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Create a contact in your TotalBrokerage CRM.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- 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
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
Instant
Try It
Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Trigger
Instant
Try It
Activity Added to Contact
Trigger
Instant
Try It
Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
Try It
Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
Instant
Try It
Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Trigger
Instant
Try It
Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
Try It
Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
Try It
Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
Try It
Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
Try It
Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
Try It
Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
Try It
Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
Try It
Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
Instant
Try It
Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Trigger
Instant
Try It
- Contact IDRequired
- Activity TypeRequired
- Note
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address
- Type
- Phone Number
- Type
- Tags
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
Action
Write
- Contact IDRequired
- Tags
Action
Write
- Account IDRequired
- EnabledRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route ID
Action
Write
- Account IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Vendor IDRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
Account Created
Triggers when a new account is created in your brokerage.
Trigger
Instant
Try It
Account Updated
Triggers when an account in your brokerage is updated.
Trigger
Instant
Try It
Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
Try It
Contacts Imported
Triggers when contacts are mass imported into the CRM.
Trigger
Instant
Try It
Activity Added to Transaction
Trigger
Instant
Try It
Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Trigger
Instant
Try It
Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
Try It
Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
Try It
Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
Instant
Try It
Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Trigger
Instant
Try It
Email Received for Transaction
Triggers when an email is received for a transaction.
Trigger
Instant
Try It
Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Trigger
Instant
Try It
Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Trigger
Instant
Try It
Transaction Property Updated
Triggers when the property information for a transaction is updated.
Trigger
Instant
Try It
Transaction Status Updated
Triggers when the status of a transaction is updated.
Trigger
Instant
Try It
- Transaction IDRequired
- Activity TypeRequired
- Note
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- Contact Capture Email Address
- OfficesRequired
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- Account IDRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- OfficesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- OwnerRequired
- OfficeRequired
- Lead Route
Action
Write
- First Name
- First Name Criteria
- Last Name
- Last Name Criteria
- Company
- Company Criteria
- Email
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- Tags
- Tags Criteria
- Include Trashed Contacts?
Action
Search
- Contact IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search

About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

TotalBrokerage + Wealthbox CRM

Add new Wealthbox CRM contacts to TotalBrokerage automatically

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