Signpost + Wealthbox CRM

Create or update Signpost contacts for new Wealthbox CRM contacts

Effortlessly keep your contacts in sync between Wealthbox CRM and Signpost by leveraging this streamlined workflow. When a new contact is added in Wealthbox CRM, this automation instantly creates or updates the corresponding contact in Signpost, ensuring your sales and marketing teams have access to the most up-to-date information. Save time and boost efficiency with seamless contact management across both platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- TimestampRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email AddressRequired
- TimestampRequired
- Subject
- TypeRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Start TimestampRequired
- End TimestampRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Amount in Dollars
- Amount in Cents
- TimestampRequired
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
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Phone NumberRequired
- TimestampRequired
- Duration in Minutes
- Duration in Seconds
- TypeRequired
Action
Write

About Signpost

Signpost is a complete and automated solution to get more and better reviews, win new customers, and increase repeat business.

Related categories

Marketing

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

Signpost + Wealthbox CRM

Create or update Signpost contacts for new Wealthbox CRM contacts

Supported triggers and actions

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Create Appointment

Create Email Interaction

Create or Update Job

Create Transaction

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

Create or Update Contact

Create or Update Estimate

Create Phone Call Interaction

About Signpost

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces