Can Wealthbox and Salesforce talk in both directions?

Yes. Build one flow that starts in Wealthbox and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect Wealthbox to Salesforce

Move data between Wealthbox and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Wealthbox Explore Salesforce

Wealthbox triggers: 4
Wealthbox actions: 11
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with Wealthbox and Salesforce

A few flows teams run between Wealthbox and Salesforce. Use one as a starting point, or build your own from scratch.

New Task in Wealthbox creates Add Contact to Campaign in Salesforce
Fires when a new task is created
New Case Attachment in Salesforce creates Create Contact in Wealthbox
Fires when a new Attachment or File is added to any Case record.
New Task in Wealthbox creates Add File to Record in Salesforce
Fires when a new task is created
New Case Attachment in Salesforce creates Create Note in Wealthbox
Fires when a new Attachment or File is added to any Case record.
New Task in Wealthbox creates Add Lead to Campaign in Salesforce
Fires when a new task is created
New Case Attachment in Salesforce creates Create Project in Wealthbox
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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