New App: Manage Your Financial Clients with Wealthbox CRM

Kim Kadiyala
Kim Kadiyala / March 21, 2017

Clunky CRMs can slow down your team and require tons of manual maintenance to manage your client relationships. Wealthbox, a web-and-mobile CRM application for financial professionals, can lighten that load. With a clean design, intuitive workflows, and social architecture, Wealthbox allows you to share CRM activity with your staff to keep everyone in the loop. Connecting Wealthbox to Zapier levels up your team's productivity by streamlining and automating the tedious parts of your day. That way, you'll have more free time to shake hands and close deals.

How Wealthbox Works With Zapier


  • New Project: Triggers when a new project is created.
  • New Workflow: Triggers when a new workflow is created
  • New Comment: Triggers when a new comment is created.
  • New Workflow Step: Triggers when a new workflow step is created.
  • New Task: Triggers when a new task is created.
  • New Note: Triggers when a new note is created.
  • New Contact: Triggers when a new contact is created.
  • New Event: Triggers when a new event is created.
  • New Opportunity: Triggers when a new opportunity is created.


  • Find Contact: Find a contact


  • Create Project: Creates a new project.
  • Create Contact: Creates a new contact.
  • Create Event: Creates a new event.
  • Create Opportunity: Creates a new opportunity.
  • Create Task: Creates a new task.
  • Create Note: Creates a new note.

Automation Inspiration

Get started with these sample Zaps:

Manage Your Client Connections

Keep Your Schedule in One Place

How To Automate Wealthbox With Zapier

  1. Sign up for a Wealthbox account, and make sure you have a Zapier account

  2. Try some pre-made Wealthbox integrations and learn more about how Wealthbox works with Zapier

  3. Check out our Wealthbox help documentation for details on connecting your account and setting up your first Zap.

  4. Or login and build a custom workflow with Wealthbox and Zapier