Actionstep + Wealthbox CRM

Create new Actionstep matters from Wealthbox CRM contacts effortlessly

Effortlessly keep track of new clients in your Wealthbox CRM by setting up this automation to create matters in Actionstep whenever a new contact is added. With this workflow, you can ensure consistency and streamline your data management process between both platforms. Save time, increase efficiency, and stay organized as you grow your client base without any manual work.

Effortlessly keep track of new clients in your Wealthbox CRM by setting up this automation to create matters in Actionstep whenever a new contact is added. With this workflow, you can ensure consistency and streamline your data management process between both platforms. Save time, increase efficiency, and stay organized as you grow your client base without any manual work.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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wealthbox logo
wealthbox logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

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