Wealthbox CRM + Yeeflow

Create Yeeflow list items for new Wealthbox CRM contacts

Effortlessly manage your new contacts in Wealthbox CRM by streamlining the process of adding them to a list in Yeeflow. With this workflow, whenever a new contact is added to Wealthbox CRM, the relevant details are instantly transferred as an item to your specified list in Yeeflow. Enhance organization and productivity by ensuring that all important contact information is systematically stored and easily accessible.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add an Item to a List
Add an item to a list
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
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
Trigger
Instant
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- ApplicationRequired
- ListRequired
Action
Write
- ApplicationRequired
- ListRequired
- Path
- File contentRequired
Action
Write
- ApplicationRequired
- ListRequired
- Fields
- Filters
- Sorts
Action
Search
- File field
Action
Search
- ApplicationRequired
- ListRequired
- ItemRequired
Action
Search

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
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
- Item IDRequired
- FieldRequired
- File nameRequired
- File contentRequired
Action
Write
- ApplicationRequired
- ListRequired
- ItemRequired
Action
Write
- ApplicationRequired
- ListRequired
- Fields
- Filters
- Sorts
- Page numberRequired
- Page sizeRequired
Action
Search
- File field
Action
Search
- ApplicationRequired
- ListRequired
- ItemRequired
Action
Search

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

About Yeeflow

No-code application development platform that lets you build custom applications in minutes.

Related categories

App Builder

Similar apps

Zapier Interfaces

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

Wealthbox CRM + Yeeflow

Create Yeeflow list items 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 Item

Deleted Item

Add an Item to a List

Add File to Library

Find Item

Get File Content

Get Item 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 or Updated Item

Updated Item

Add File to Item

Update Item

Find Items

Get File Properties

Get Library File Content

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

About Yeeflow

Related categories

Similar apps

Zapier Interfaces