MyDesk + Wealthbox CRM

Create tasks in MyDesk for new Wealthbox CRM contacts

Effortlessly stay on top of your client management tasks with this Wealthbox CRM and MyDesk workflow. Whenever a new contact is added in Wealthbox CRM, a task will be created in MyDesk to help you track your follow-ups and interactions seamlessly. By connecting these two apps, you'll save time and streamline your client communication process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Creates a Task.
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
- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Contact With
- SubjectRequired
- Description
- Start DateRequired
- End DateRequired
- Assigned ToRequired
- Location
- Appointment TypeRequired
- Follow UpRequired
Action
Write
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Write
- Company
- SubjectRequired
- Description
- Planned Date
- Assigned ToRequired
- Created ByRequired
- PerformedRequired
- Completed Date
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- CodeRequired
Action
Search
- Name
- Code
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Search or write

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
- Company TypeRequired
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- StatusRequired
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Address TypeRequired
- Street
- Postal CodeRequired
- CityRequired
- CountryRequired
- Set as Primary Visiting AddressRequired
- Set as Primary Shipping AddressRequired
Action
Write
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Write
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
Action
Write
- Company TypeRequired
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
Action
Search
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Search or write
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
Action
Search or write

About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

MyDesk + Wealthbox CRM

Create tasks in MyDesk for 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

New Appointment

New Contact

New Task

Opportunity Overdue

Task Overdue

Create Appointment

Create Contact

Create Task

Update Opportunity

Find Company Group

Find Country

Find Representative

Find or Create a Contact

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 Company

New Opportunity

Opportunity Completed

Task Completed

Create Address

Create Company

Create Opportunity

Update Company

Find Company

Find Contact

Find Opportunity

Find or Create a Company

Find or Create an Opportunity

About MyDesk

Related categories

Similar apps

Zapier Interfaces

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces