Pointagram + Wealthbox CRM

Create Pointagram players from new Wealthbox CRM contacts

Effortlessly keep track of new contacts in your Wealthbox CRM by adding them as players in Pointagram with this seamless workflow. Once set up, each time a new contact is added in Wealthbox CRM, a player will be created in Pointagram, ensuring you never miss out on potential opportunities and maintain up-to-date records in both platforms. Stay organized and enhance the management of your sales process with this powerful combination.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Player
Creates a new player.
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
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
List Players
Polling webhook for players. Triggers when players are created in Pointagram.
Trigger
Polling
Try It
- PlayerRequired
- Status
Trigger
Polling
Try It
- Score SeriesRequired
- Player IdRequired
- Score
- Point Type
- External Score Reference
- Tags
- Add unrecognized tags
- Score Time
- Comment
Action
Write
- Team nameRequired
- Icon
- External Reference
- Do not use for data filtering
Action
Write
- PlayerRequired
Action
Write
- Search By
- Search ValueRequired
Action
Search
- Score Series IdRequired
- Point Type NameRequired
Action
Search
- Team IdRequired
- Player IdRequired
Action
Search
- Search By
- Search ValueRequired
- Player NameRequired
- Player Email
- External Reference
- Send Invite
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
List Teams
Polling webhook for teams in Pointagram. Triggers when a team is created in Pointagram.
Trigger
Polling
Try It
Test Connection
Endpoint to verify connection to Pointagram.
Trigger
Polling
Try It
- Player NameRequired
- Player Email
- External Reference
- Send Invite
Action
Write
- Team IdRequired
- Player IdRequired
Action
Write
- PlayerRequired
- Name
- Email
- External Ref
Action
Write
- Score Series NameRequired
Action
Search
- Team Id
- Team External Reference
- Team Name
Action
Search
- Player IdRequired
Action
Search
- Team Id
- Team External Reference
- Team Name
- Team nameRequired
- Icon
- External Reference
- Do not use for data filtering
Action
Search or write

About Pointagram

Pointagram is a gamification tool that boosts engagement by rewarding team and individual achievements with points, badges, leaderboards, and rewards.

Related categories

Dashboards

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

Pointagram + Wealthbox CRM

Create Pointagram players from 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

List Players

Reward Store Purchase

Add Points

Create Team

Get Reward Store

Find Player

Find Score Series Point Type

Find Team Player

Find or Create Player

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

List Teams

Test Connection

Create Player

Add Player to Team

Update Player Data

Find Score Series

Find Team

Get Player

Find or Create Team

About Pointagram

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces