Wealthbox CRM

Wealthbox CRM Help & Support

What Wealthbox CRM Triggers and Actions are Supported?

Supported Triggers#

  • New Task - Triggers when a new task is created.
  • New Event - Triggers when a new event is created.
  • New Workflow - Triggers when a new workflow is created.
  • New Project - Triggers when a new project is created.
  • Task Complete - Triggers when a Task has been completed. Non-repeating tasks only.
  • New Note - Triggers when a new note is created.
  • New Contact - Triggers when a new contact is created.
  • New Comment - Triggers when a new comment is created.
  • Workflow Step Complete - Triggers when an existing workflow step is completed.
  • New Opportunity - Triggers when a new opportunity is created.

Supported Searches#

  • Find Contact - Find a contact.

Supported Actions#

  • Create Project - Creates a new project.
  • Create Contact - Creates a new contact.
  • Create Event - Creates a new event.
  • Create Opportunity - Creates a new opportunity.
  • Start Workflow - Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
  • Create Task - Creates a new task.
  • Create Note - Creates a new note.
  • Create Household - Creates a new household.
  • Add Member to Household - Adds a new family member to a household.

How to Get Started with Wealthbox CRM on Zapier

To get started with Wealthbox CRM on Zapier, first you will need to click to connect your Wealthbox CRM account to use with your Zap.

Click to connect Wealthbox CRM

Next, you'll be asked to enter your Wealthbox CRM's API key.

Wealthbox CRM API Key

To locate your API Key in your Wealthbox CRM account, please follow these steps:

  1. Log into Wealthbox.
  2. Click the gear icon in the top menu.
  3. Click "Personal Settings".
  4. Click "API Access".
  5. Click "Create Access Token".
  6. Copy the generated API token.

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Wealthbox CRM account will now be successfully connected.

Wealthbox CRM connection successfull

Common Problems with Wealthbox CRM on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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

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Getting Started with Zapier