QuickDesk + Wealthbox CRM

Create QuickDesk leads from new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM and QuickDesk apps up-to-date with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, a person lead will be created in QuickDesk, ensuring that your sales team has all the relevant information instantly. With this automation, you'll save time and maintain accurate records across both platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Person Lead
Creates a person lead.
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
- EventRequired
Trigger
Instant
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- NameRequired
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Tags
- Other Infos
- Role
- Name
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
Action
Write
- Lead Object ID
Action
Write
- Lead Object IDRequired
- Name
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Tags
- Other Infos
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
- Lead Contact
Action
Write
- Search for contactsRequired
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
- Lead Object ID
Action
Write
- NameRequired
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Tags
- Other Infos
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
Action
Write
- Lead Object IDRequired
- Name
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Lead Other Info
- Tags
- Other Infos
- Lead Contact
- Role
- Name
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
- Lead Contact
Action
Write
- Lead Name
- Lead Object ID
- Categories
- Status
- Sources
- Owners
- Tags
- Other Infos
- Limit
- Skip
Action
Search