WealthCounsel and Salesflare
How to connect WealthCounsel
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Contact in WealthCounsel, find or create contact in Salesflare.
About WealthCounsel
WealthCounsel is an estate planning platform that lets you create, update, and manage contacts and matters for your law practice.
WealthCounsel operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created in your practice.
- New Matter — Triggers when a new matter is created in your practice.
- Update Contact — Triggers when an existing contact is updated from your practice.
- Updated Matter — Triggers when an existing matter is updated from your practice.
Actions (7)
Things Salesflare can make it do
- Create Contact — Creates a new contact.
- Create Matter — Creates a new matter.
- Delete Contact — Deletes a contact from your practice.
- Delete Matter — Deletes a matter from your practice.
- Find or Create a New Contact — Finds a contact from your practice.
Show 2 more actions
- Update Contact — Updates an existing contact.
- Update Matter — Updates an existing matter.
Searches (2)
Look up existing records
- Find Contact — Finds a contact from your practice.
- Find Matter — Finds an existing matter from your practice.
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