Wealthbox CRM

Wealthbox CRM Integrations

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Wealthbox CRM Integration Details

Launched on Zapier May 3, 2016

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Wealthbox CRM Triggers, Searches, and Actions are supported by Zapier:

New Contact

Triggers when a new contact is created.

New Event

Triggers when a new event is created.

New Task

Triggers when a new task is created.

New Comment

Triggers when a new comment is created.

New Note

Triggers when a new note is created.

New Opportunity

Triggers when a new opportunity 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 Workflow

Triggers when a new workflow is created.

Workflow Step Complete

Triggers when an existing workflow step is completed.

Create Contact

Creates a new contact.

Create Event

Creates a new event.

Create Task

Creates a new task.

Add Member to Household

Adds a new family member to a household.

Create Note

Creates a new note.

Create Opportunity

Creates a new opportunity.

Create Project

Creates a new project.

Create Household

Creates a new household.

Start Workflow

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

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

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