Actionstep + Wealthbox CRM

Add new Wealthbox CRM contacts as participants to matters in Actionstep

Effortlessly manage new contacts and legal matters with this seamless workflow between Wealthbox CRM and Actionstep. When a new contact is added in Wealthbox CRM, they will also be added as a participant to a matter in Actionstep. This automation helps you stay organized and saves time on manual data entry, allowing you to focus on your clients and their specific needs.

Effortlessly manage new contacts and legal matters with this seamless workflow between Wealthbox CRM and Actionstep. When a new contact is added in Wealthbox CRM, they will also be added as a participant to a matter in Actionstep. This automation helps you stay organized and saves time on manual data entry, allowing you to focus on your clients and their specific needs.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Add Participant to Matter

    Adds a participant to an 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