Wealthbox Integrations
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New Task
Fires when a new task is created
New Contact
Fires when a new contact is created
New Event
Fires when a new event is created
New Opportunity
Fires when a new opportunity is created
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Wealthbox Actions
Create Contact
Adds a new contact with rich details (name, address, email, tags, etc.)
Create Note
Adds a note linked to a contact. Log call summaries against client records.
Create Project
Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.
Add Member to Household
Adds a member to an existing household. Link multiple contacts under one family unit.
Create Household
Creates a household record with emails, tags. Group family member contacts into one household.
Create Event
Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.
Create Opportunity
Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.
Create Task
Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.
Start Workflow
Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.
Find Contact
Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.
Find Task
Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.
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