Club OS + Wealthbox CRM

Create prospects in Club OS from new contacts in Wealthbox CRM

Save time and simplify your lead management process by connecting Wealthbox CRM and Club OS apps with this efficient automation. Whenever you add a new contact to Wealthbox CRM, a prospect will be created in Club OS, ensuring a seamless flow of information between the two apps. This streamlined workflow helps you stay organized, manage leads more effectively, and focus on building relationships with your prospects.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Prospect
Creates a new Prospect
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
- User IDRequired
- NoteRequired
- Note TypeRequired
- Created ByRequired
- Message TypeRequired
Action
Write
- Club IDRequired
- Location IDRequired
- SourceRequired
- First NameRequired
- Last NameRequired
- Email
- Opt Out of EmailRequired
- Mobile Phone
- Opt Out of TextRequired
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Write
- User IdRequired
- Club IdRequired
- Location IDRequired
Action
Write
- Club ID
- Location ID
- First Name
- Last Name
- Email Address
- Mobile Phone
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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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
- Attendee IDRequired
- Club IDRequired
- Location IDRequired
- Event Type IDRequired
- Visit Type
- Start TimeRequired
- End TimeRequired
- Booking Source
- Subject
- Notes
Action
Write
- User IdRequired
- Club IdRequired
- Location IdRequired
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Phone
- Location ID
- Club IdRequired
Action
Search
- Club IDRequired
- Location IDRequired
- First NameRequired
- Last NameRequired
- Email
- Mobile Phone
- SourceRequired
- Opt Out of EmailRequired
- Opt Out of TextRequired
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Search or write