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.
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 ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreate a contact in your TotalBrokerage CRM.
ActionWriteCreate a new record or update an existing record in your app.
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New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
Type
ContentRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Tags
Email Address
Email Type
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
Phone Number
Id
Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
Account Created
Triggers when a new account is created in your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account in your brokerage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created for your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contacts Imported
Triggers when contacts are mass imported into the CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Transaction
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Added
Triggers when a new date is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Removed
Triggers when a date is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Received for Transaction
Triggers when an email is received for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Property Updated
Triggers when the property information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Status Updated
Triggers when the status of a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
Contact Capture Email Address
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.HouseholdRequired
MemberRequired
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
TitleRequired
Description
Starts AtRequired
Ends AtRequired
All Day
Category
State
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
NameRequired
Description
Target Close DateRequired
ProbabilityRequired
Opportunity StageRequired
Manager
Amount
Currency
Kind
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category
Related Contact
Type
NameRequired
Due DateRequired
Description
Assignment TypeRequired
Complete
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow TemplateRequired
Linked to TypeRequired
Linked to IdRequired
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccount Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Contact
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Created
Triggers when a new transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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