Albi + Wealthbox CRM

Add new Wealthbox CRM contacts to Albi as contacts

Easily keep your contacts up to date in both Wealthbox CRM and Albi with this convenient automation. Whenever a new contact is added in Wealthbox CRM, this workflow will instantly create a corresponding contact in Albi, ensuring a seamless flow of information between the two platforms. Maintain consistent contact records and save time by eliminating manual data entry tasks.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
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
Try It
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
Contact Status Change
Triggers when a contact status is changed.
Trigger
Polling
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New Organization
When a new organization is created
Trigger
Instant
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New Relationship Activity
When a new relationship activity is created.
Trigger
Instant
Try It
New Task
When a task is created
Trigger
Instant
Try It
New Organization (Deprecated)
Triggers when a new organization is created.
Trigger
Polling
Try It
New Relationship Activity (Deprecated)
Triggers when a new relationship activity is created.
Trigger
Polling
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Polling
Try It
Project Linked
Fires when a project gets linked
Trigger
Instant
Try It
- Status
- Status In Days
Trigger
Polling
Try It
Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It
- NameRequired
- StatusRequired
Action
Write
- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
Action
Write
- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
Action
Write
- Organization IDRequired
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task IDRequired
Action
Write
- Project IDRequired
Action
Write
- Page
- Page Size
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
- Project IDRequired
- Invoice IDRequired
Action
Search
- Project IDRequired
- Payment IDRequired
Action
Search
- Project IDRequired
Action
Search

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
Try It
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
New Contact
When a contact is created
Trigger
Instant
Try It
New Project
When a project is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
New Contact (Deprecated)
Triggers when a new contact is created.
Trigger
Polling
Try It
New Project (Deprecated)
Triggers when a new project is created.
Trigger
Polling
Try It
New Task (Deprecated)
Triggers when a new task is created.
Trigger
Polling
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It
Project Status Changed
When a project status changed
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
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- ContactRequired
- Status
Action
Write
- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
Action
Write
- ProjectRequired
- NotesRequired
Action
Write
- TitleRequired
- Start Date & TimeRequired
- Start Time ZoneRequired
- End Date & TimeRequired
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
Action
Write
- Contact IDRequired
Action
Write
- Activity IDRequired
Action
Write
- Staff IDRequired
Action
Write
- Date IDRequired
Action
Write
- Project IdRequired
Action
Search
- Project IDRequired
- Expense IDRequired
Action
Search
- Project IDRequired
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search
- Project IDRequired
- Page
- Page Size
Action
Search

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

Related categories

Sales & CRM

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

Albi + Wealthbox CRM

Add new Wealthbox CRM contacts to Albi as 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 Status Change

New Organization

New Relationship Activity

New Task

New Organization (Deprecated)

New Relationship Activity (Deprecated)

Organization Status Change

Project Linked

Project Status Changed (Deprecated)

Task In-Progress

Change Organization Status

Create Organization

Create Task

Create Relationship Activity

Retrieve Organization

Get Project Staff

Get Task

Retrieve Project

Get All Projects

Find Project Expenses

Find Project Invoice

Find Project Payment

Get Project Status

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 Contact

New Project

New Relationship

New Contact (Deprecated)

New Project (Deprecated)

New Task (Deprecated)

Project Date Modified

Project Status Changed

Task Complete

Change Contact Status

Create Contact

Create Project Note

Create Event

Retrieve Contact

Get Activity

Get Staff

Retrieve Modified Project Date

Get Project Dates

Find Project Expense

Get Project Financial KPI

Find Project Invoices

Find Project Payments

About Albi

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces