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Webhooks by Zapier + Gmail + Wealthbox CRM Integrations

How to connect Webhooks by Zapier + Gmail + Wealthbox CRM

Zapier lets you send info between Webhooks by Zapier and Gmail and Wealthbox CRM automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Do even more with Webhooks by Zapier + Gmail + Wealthbox CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Webhooks by Zapier, Gmail, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • URLRequired

      This should return a list of dictionaries of content type JSON in reverse chronological order. For example: [{"id":1234},{"id":1235}]

    • Key

      If the returned JSON is not a list and is instead an object (maybe paginated), enter the key that contains the results. Example: "results", "items", "objects", etc... (children via dot syntax supported)

    • Deduplication Key

      Zapier deduplicates the array we see each poll against the id key. If the id key does not exist, you should specify an alternative unique key to deduplicate off of. If neither are supplied, we fallback to looking for the shortest key with id in it otherwise we will raise an error.

    • Xpath

      If the content fetched is XML or HTML, optionally define an xpath to extract data from the content. Will trigger whenever the content at the xpath changes!

    • Basic Auth

      A pipe (|) separated username, password combo for standard HTTP authentication.

    • Headers

      Key, value pairs to be added as headers in all requests.

    Trigger
    Scheduled
    Try It
    • Pick off a Child Key

      By default, Zapier gives you the entire payload of the webhook. If this is specified, Zapier will only grab the child key from the object(s) sent to Zapier. For example, given {"contact": {"name": "Mike"}}, add "contact" here to only return {"name": "Mike"}. Traverse more deeply nested children by using dot-separated syntax. Line item payloads will run your Zap for each instance of the child key.

    Trigger
    Instant
    Try It
    • URLRequired

      We recommend not putting any query string arguments in the URL (use "Query String Params" below).

    • Query String Params

      These params will be URL-encoded and appended to the URL when making the request. Note: If you specify nothing for this field, we will automatically encode and include every field from the previous step in the query string. If you don't want this, use the "Custom Request" action.

    • Send As JSON

      If "yes", this dumps the results directly to a key (set below) as JSON. If "no", we simulate a form.

    • JSON key

      Only used if As JSON.

    • Unflatten

      By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.

    • Basic Auth

      A pipe (|) separated username, password combo for standard HTTP authentication.

    • Headers

      Key, value pairs to be added as headers in all requests.

    Action
    Write
    • URLRequired

      Any URL with a querystring will be re-encoded properly.

    • Payload Type

      Pay special attention to the proper mapping of the data below.

    • Data

      These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.

    • Wrap Request In Array

      Wraps the request in an array if that is something the service requires.

    • File

      A file object to be attached to the request. The request will automatically be converted to multipart/form-data, with the above payload type defining the sub content-type for the data being passed.

    • Unflatten

      By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.

    • Basic Auth

      A pipe (|) separated username, password combo for standard HTTP authentication.

    • Headers

      Key, value pairs to be added as headers in all requests.

    Action
    Write
  • Webhooks by Zapier triggers, actions, and search

    Catch Raw Hook

    Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

    Trigger
    Instant
    Try It
    • MethodRequired

      The HTTP method we'll use to perform the request.

    • URLRequired

      Any URL with a querystring will be re-encoded properly.

    • Data Pass-Through?

      If yes, request data below will be overridden with the raw data from the previous step (you are still responsible for headers though, like Content-Type). Defaults to no.

    • Data

      Place raw data for the request here. Could be JSON, XML, etc. Nothing is parsed for you here (including extra line breaks or spaces -- everything is sent verbatim). You probably need to define a header below corresponding to your data Content-Type. Reminder: data provided in this field is completely ignored if you chose "yes" to pass-through.

    • Unflatten

      By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.

    • Basic Auth

      A pipe (|) separated username, password combo for standard HTTP authentication.

    • Headers

      Key, value pairs to be added as headers in all requests.

    Action
    Write
    • URLRequired

      Any URL with a querystring will be re-encoded properly.

    • Payload Type

      Pay special attention to the proper mapping of the data below.

    • Data

      These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.

    • Wrap Request In Array

      Wraps the request in an array if that is something the service requires.

    • File

      A file object to be attached to the request. The request will automatically be converted to multipart/form-data, with the above payload type defining the sub content-type for the data being passed.

    • Unflatten

      By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.

    • Basic Auth

      A pipe (|) separated username, password combo for standard HTTP authentication.

    • Headers

      Key, value pairs to be added as headers in all requests.

    Action
    Write
    • Label/Mailbox

    • Search String

      This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.

    Trigger
    Scheduled
    Try It

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How Webhooks by Zapier + Gmail + Wealthbox CRM Integrations Work

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

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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About Wealthbox CRM

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