Wealthbox CRM + Egnyte Integrations

How to connect Wealthbox CRM + Egnyte

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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
  Choose a household from the dropdown or use a custom value to populate the household from a previous step.
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
  The contact you wish to associate with the new Event.
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
  The contact you wish to associate with the new Opportunity.
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
  The contact you wish to related to this Task.
- Type
  Should always be set to "Contact".
- NameRequired
- Due DateRequired
- Description
- Assigned To
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
  This field is the Id of the linked Contact, Opportunity, or Project — not its name.
- Label
Action
Write
- Email Address
- Name
  The first, last or full name of the Contact you wish to search for.
- Phone Number
  Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
- Id
  Enter the ID of the Contact that you wish to search for.
- 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
List Folders
Lists all folders in /Shared.
Trigger
Scheduled
Try It

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
  The contact you wish to related to this Note.
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
  The first, last or full name of the Contact you wish to search for.
- Phone Number
  Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
- Id
  Enter the ID of the Contact that you wish to search for.
- Type
Action
Search
- FolderRequired
  The folder you want to watch. Keep clicking to go inside folders.
Trigger
Scheduled
Try It
- FolderRequired
  The folder path where you want to save the file.
- FileRequired
  The file to upload.
- File Name Override
  The name of the file. If you need to change the value from trigger, enter a file name with extension here.
Action
Write

How Wealthbox CRM + Egnyte Integrations Work

Step 1: Authenticate Wealthbox CRM and Egnyte.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Wealthbox CRM + Egnyte

About Wealthbox CRM

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

Learn more

Related categories

CRM (Customer Relationship Management)

About Egnyte

Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.

Learn more

Related categories

File Management & Storage

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Wealthbox CRM + Egnyte Integrations

How to connect Wealthbox CRM + Egnyte

Connect your apps and automate workflows

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

HouseholdRequired

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

Assigned To

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

Website URL