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Connect Wealthbox to Wedof

Move data between Wealthbox and Wedof 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.

Wealthbox triggers
4
Wealthbox actions
11
Wedof triggers
28
Wedof actions
45

Automation ideas

What you can build with Wealthbox and Wedof

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

  • New Task in Wealthbox creates Lister les statistiques des partenaires in Wedof

    Fires when a new task is created

  • Nouveau dossier de formation in Wedof creates Create Contact in Wealthbox

    Se déclenche lorsqu'un nouveau dossier de formation est créé (non traité)

  • New Task in Wealthbox creates Récupérer un dossier de formation in Wedof

    Fires when a new task is created

  • Nouveau dossier de formation in Wedof creates Create Note in Wealthbox

    Se déclenche lorsqu'un nouveau dossier de formation est créé (non traité)

  • New Task in Wealthbox creates Rechercher un ou plusieurs dossiers de formation in Wedof

    Fires when a new task is created

  • Nouveau dossier de formation in Wedof creates Create Project in Wealthbox

    Se déclenche lorsqu'un nouveau dossier de formation est créé (non traité)

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.

Yes. Build one flow that starts in Wealthbox and acts in Wedof, 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.