$500.00 USD

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Custom Wealthbox - Zapier Integration (v10)

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.