Wealthbox CRM and Salesflare

CRM (Customer Relationship Management) wealthbox.com ↗

How to connect Wealthbox CRM

Via Zapier — 23 operations available. Set it up ↗
Via Make — 42 modules available. Set it up ↗

What you can automate

When new Comment in Wealthbox CRM, create internal note in Salesflare.
When new Contact in Wealthbox CRM, find or create contact in Salesflare.
When contact Updated in Wealthbox CRM, find or create contact in Salesflare.
When new Note in Wealthbox CRM, create internal note in Salesflare.
When new Opportunity in Wealthbox CRM, create opportunity in Salesflare.
When new Task in Wealthbox CRM, create task in Salesflare.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM operations on Zapier

Triggers (11)

Start a workflow when this happens

Contact Updated — Triggers when an existing contact is updated (only available for Premier and Enterprise Wealthbox plans)
New Comment — Triggers when a new comment is created.
New Contact — Triggers when a new contact is created.
New Event — Triggers when a new event is created.
New Note — Triggers when a new note is created.

Show 6 more triggers

New Opportunity — Triggers when a new opportunity is created.
New Project — Triggers when a new project is created.
New Task — Triggers when a new task is created.
New Workflow — Triggers when a new workflow is created.
Task Complete — Triggers when a Task has been completed. Non-repeating tasks only.
Workflow Step Complete — Triggers when an existing workflow step is completed.

Actions (11)

Things Salesflare can make it do

Add Member to Household — Adds a new family member to a household.
Create Contact — Creates a new contact.
Create Event — Creates a new event.
Create Household — Creates a new household.
Create Note — Creates a new note.

Show 6 more actions

Create Opportunity — Creates a new opportunity.
Create Project — Creates a new project.
Create Task — Creates a new task.
Find or Create a Contact — Find or Create a Contact
Start Workflow — Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Update Contact — Updates an existing contact.

Searches (1)

Look up existing records

Find Contact — Find a contact.

Wealthbox CRM operations on Make

Actions (31)

Things Salesflare can make it do

Add a Member to a Household — Adds a member to the household.
Complete a Workflow Step — Completes a workflow step.
Create a Contact — Creates a new contact.
Create a Note — Creates a new note.
Create a Project — Creates a new project.

Show 26 more actions

Create a Task — Creates a new task.
Create a Workflow — Creates a new workflow.
Create an Event — Creates a new event.
Create an Opportunity — Creates a new opportunity.
Delete a Contact — Deletes a specific contact using its unique identifier.
Delete a Member From a Household — Removes a member from a household.
Delete a Project — Deletes an existing project from your account (workspace).
Delete a Task — Deletes an existing task from your account (workspace).
Delete an Event — Deletes an existing event from your account (workspace).
Delete an Opportunity — Deletes an existing opportunity from your account (workspace).
Get a Contact — Retrieves a specific contact using its unique identifier.
Get a Note — Retrieves a specific note using its unique identifier.
Get a Project — Retrieves a specific project using its unique identifier.
Get a Task — Retrieves a specific task using its unique identifier.
Get a Workflow — Retrieves a specific workflow using its unique identifier.
Get an Event — Retrieves a specific event using its unique identifier.
Get an Opportunity — Retrieves a specific opportunity using its unique identifier.
Make an API Call — Performs an arbitrary authorized API call.
Revert a Workflow Step — Reverts a workflow step.
Update a Contact — Updates a specific contact using its unique identifier.
Update a Note — Updates an existing note with new properties.
Update a Project — Updates an existing project with new properties.
Update a Task — Updates an existing task with new properties.
Update a Workflow — Updates an existing workflow with new properties.
Update an Event — Updates an existing event with new properties.
Update an Opportunity — Updates an existing opportunity with new properties.

Searches (11)

Look up existing records

List Custom Fields — Fetches every custom field in the authenticated user’s account (workspace).
List Members of a Customizable Category — Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.
List Projects — Fetches all of the projects that are accessible by the user.
List Workflow Templates — Fetches all of the workflow templates that are accessible by the user.
Search Comments — Searches for comments or fetches all of the comments that are accessible by the user.

Show 6 more searches

Search Contacts — Searches for contacts or retrieves them all.
Search Events — Searches for events or fetches all of the events that are accessible by the user.
Search Notes — Searches for notes or fetches all of the notes that are accessible by the user.
Search Opportunities — Searches for opportunities or fetches all of the opportunities that are accessible by the user.
Search Tasks — Searches for tasks or fetches all of the tasks that are accessible by the user.
Search Workflows — Searches for workflows or fetches all of the workflows that are accessible by the user.