Wealthbox Integrations
Activepieces lets you connect Wealthbox with the most popular apps, so you can automate your work and have more time for what matters most - no code required.
Start freeWealthbox Triggers
New Task
Fires when a new task is created
Scheduled New Event
Fires when a new event is created
Scheduled New Contact
Fires when a new contact is created
Scheduled New Opportunity
Fires when a new opportunity is created
Scheduled Wealthbox Actions
Create Contact
Adds a new contact with rich details (name, address, email, tags, etc.)
Create Project
Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.
Create Household
Creates a household record with emails, tags. Group family member contacts into one household.
Create Opportunity
Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.
Start Workflow
Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.
Find Task
Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.
Create Note
Adds a note linked to a contact. Log call summaries against client records.
Add Member to Household
Adds a member to an existing household. Link multiple contacts under one family unit.
Create Event
Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.
Create Task
Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.
Find Contact
Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.