Bloom Growth + Wealthbox CRM

Update Bloom Growth metrics for new Wealthbox CRM contacts

Effortlessly maintain your Bloom Growth metrics up-to-date with this handy workflow. Each time a new contact is added to your Wealthbox CRM, it seamlessly updates the relevant metric in your Bloom Growth account. Say goodbye to manual updates and focus on meaningful connections with your clients, while this automation handles the data.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Update Current Metric
Update the metric for the current week
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
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- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
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- Fire WhenRequired
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
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- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
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- For MeetingRequired
- Issue TitleRequired
- Issue Notes
- For User
Action
Write
- To-do TitleRequired
- To-do Notes
- To-do Due Date
Action
Write
- ProcessRequired
Action
Write
- MeasurableRequired
- Measurable Title
- Goal Direction
- Goal
- Alternate Goal
- Units
Action
Write
- MeasurableRequired
- Week NumberRequired
- ValueRequired
Action
Write
- To-doRequired
- Is CompleteRequired
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- 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
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
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- ProcessRequired
- StepRequired
- (Optional) Filter on User
Trigger
Instant
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- Which measurable?
Trigger
Instant
Try It
- For MeetingRequired
- Headline TitleRequired
- Headline Notes
- Owner
Action
Write
- For MeetingRequired
- To-do TitleRequired
- To-do Notes
- For User
- To-do Due Date
Action
Write
Get Current Week
Gets the current week number
Action
Write
- MeasurableRequired
- ValueRequired
- Day Offset
Action
Write
- RockRequired
- Rock Title
- Rock Owner
- Status
Action
Write
- To-doRequired
- To-do Title
- To-do Due Date
Action
Write

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.

Learn more

Related categories

Productivity

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Bloom Growth + Wealthbox CRM

Update Bloom Growth metrics for new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New To-Do

New Issue

Update To-Do Status

Update To-Do

Create Issue

Create a Personal To-Do

Start Process

Update Metric

Update Metric

Update To-Do Completion

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Headline

Process Step Completed

Update Metric

Create Headline

Create Meeting To-Do

Get Current Week

Update Current Metric

Update Goal

Update To-Do

About Bloom Growth

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces