cituro + Wealthbox CRM

Create new cituro customers from Wealthbox CRM contacts

Effortlessly keep your customer information up to date and streamline your workflows with this Wealthbox CRM and Cituro integration. When a new contact is added to Wealthbox CRM, a customer is automatically created in Cituro simultaneously. Save time and ensure consistent data across both platforms, so you can focus on building relationships with your customers.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Customer
Creates a Customer
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
New Booking
Triggers when a new booking is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- IDRequired
Action
Write
- EmailRequired
Action
Search
- 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
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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
Try It
- 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 Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Salutation
- First nameRequired
- Last nameRequired
- Email
- Street
- Postal code
- City
- Phone
- Mobile phone
- Date of birth
- Blocked
- Newsletter
- Locale
Action
Write
- IDRequired
- Salutation
- First name
- Last name
- Email
- Street
- Postal code
- City
- Phone
- Mobile phone
- Date of birth
- Blocked
- Newsletter
- Locale
Action
Write
- Last nameRequired
Action
Search
- ID
- Salutation
- First name
- Last name
- Email
- Street
- Postal code
- City
- Phone
- Mobile phone
- Date of birth
- Blocked
- Newsletter
- Locale
- Attributes
Action
Search

About cituro

cituro is a powerful yet simple online scheduling software for businesses across industries. It optimizes scheduling processes and at the same time offers great service and increase sales.

Related categories

Scheduling & Booking

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

cituro + Wealthbox CRM

Create new cituro customers from 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 Booking

Updated Customer

Delete Customer

Find Customer by Email

Get Customer by ID

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 Customer

Create Customer

Update Customer

Find Customer by Last Name

Search Customer

About cituro

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces