Offorte Proposals + Wealthbox CRM

Create new Offorte Proposals companies from new Wealthbox CRM contacts

Effortlessly maintain consistency in managing your client data with this seamless workflow. When you add a new contact in Wealthbox CRM, it will create a company in Offorte Proposals, ensuring your client details are up-to-date in both platforms. Save time and keep information organized by streamlining your proposals and CRM processes with this effective automation.

When this happens...
New Contact
Triggers when a new contact is created.
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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.
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Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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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
Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Person Updated
Triggers when a contact person is updated.
Trigger
Instant
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Product Created
Triggers when a product is created.
Trigger
Instant
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Product Directory Created
Triggers when a product directory is created.
Trigger
Instant
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Product Directory Updated
Triggers when a product directory is updated.
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Instant
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Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
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- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact Type PluralRequired
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
- Price Total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product DirectoryRequired
Action
Write
- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Search TermRequired
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
Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Product Directory Deleted
Triggers when a product directory is deleted.
Trigger
Instant
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Product Updated
Triggers when a product is updated.
Trigger
Instant
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Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
Instant
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Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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- Contact Type PluralRequired
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory NameRequired
Action
Write
- ProductRequired
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Contact IdRequired
- Contact Person IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product DirectoryRequired
- New Directory NameRequired
Action
Write
- SearchRequired
- Contact Type PluralRequired
Action
Search
- SearchRequired
Action
Search

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

Proposal & Invoice Management

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

Offorte Proposals + Wealthbox CRM

Create new Offorte Proposals companies from 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

Contact Created

Contact Person Updated

Product Created

Product Directory Created

Product Directory Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

Create Product

Create Proposal

Delete Product Directory

Update Contact

Update Product

Update Proposal

Find Product

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

Contact Person Created

Contact Updated

Product Deleted

Product Directory Deleted

Product Updated

Proposal Comment

Proposal Send

Proposal Won

Create Organisation Contact Person

Create Product Directory

Delete Product

Send Proposal

Update Organisation Contact Person

Update Product Directory

Find Contact

Find Proposal

About Offorte Proposals

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces