Offri + Wealthbox CRM

Create and update Offri contacts when new contacts are added in Wealthbox CRM

Maintain up-to-date contact information between Wealthbox CRM and Offri with this seamless workflow. When a new contact is added in Wealthbox CRM, the automation will search and create or update the contact in Offri, ensuring consistency across both platforms. Save time, reduce manual data entry, and guarantee accurate information in your essential business tools.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
- Proposal StatusRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- TitleRequired
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- Name
- Email address
- Create Contact Person if no Contact Person is found
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ClientRequired
- MatchesRequired
- Name
- Email address
Action
Search
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- NameRequired
- Email
Action
Search or 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
Try It
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
Try It
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
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ContactRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- MatchesRequired
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- Contact to removeRequired
Action
Write
- WorkspaceRequired
- Contact to updateRequired
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- Find byRequired
Action
Search
- WorkspaceRequired
- Find byRequired
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write

About Offri

Offri enables you to create great looking proposals quickly.

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

Offri + Wealthbox CRM

Create and update Offri contacts when new contacts are added in Wealthbox CRM

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Contact Removed

Contact Person Removed

Proposal Opened for the First Time

Proposal Status Changed

Create Contact

Create Proposal

Find and Create/Update Contact Person

Remove Contact Person

Update Contact Person

Find Contact Person

Find or Create Contact Person

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 Updated

Contact Person Updated

Proposal Removed/Hidden

Proposal Updated

Create Contact Person

Find and Create/Update Contact

Remove Contact

Update Contact

Find Contact

Find or Create Contact

About Offri

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces