GoTo Connect + Wealthbox CRM

Create notes in Wealthbox CRM for every ended call in GoTo Connect

Monitor your business calls effortlessly with this specialized workflow. When a call ends in the GoTo Connect app, it prompts a new note to be created in the Wealthbox CRM app. This streamlined process ensures that all-important call details are documented promptly. Harness the power of this seamless integration for efficient tracking and management of your client communications.

When this happens...
All Direction Call Ended
Triggers when a call is ended for the number specified for either incoming or outgoing calls.
TriggerPolling
automatically do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Polling
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- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Polling
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Polling
Try It
- Organization ID
- Owner NumberRequired
- Contact NumberRequired
- Message BodyRequired
Action
Write
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
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

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Polling
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Polling
Try It
- Organization IdRequired
- ExtensionRequired
Trigger
Polling
Try It
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
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

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

Communication

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

GoTo Connect + Wealthbox CRM

Create notes in Wealthbox CRM for every ended call in GoTo Connect

Supported triggers and actions

All Direction Call Ended

Outgoing Call Ended

SMS Sent

Send SMS

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

Incoming Call Ended

SMS Received

Voicemail Received

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

About GoTo Connect

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces