Completely expand the capabilities of the standard Wealthbox - Zapier integration.
What it can do:
- Triggers
- Task Completed
- Workflow Step Completed
- New or Updated Contact
- New or Updated Tags Applied
- Search
- Find Contact
- Find Event
- Find Task
- Find Household (or create if not found)
- Find Opportunity (or create if not found)
- Find Workflow (or create if not found)
- Actions
- Complete Workflow Step
- Create Household
- Delete Workflow Run
- Update Contact
- Update Event
- Update Household
- Update Opportunity
- Update Task
- Update Workflow Run
For example, if you want to update an existing contact record from lead status to contact status when you receive an onboarding questionnaire or associate a contact record to a calendar event, now you can.
This is a one-time fee to access the custom integration and any future updates.