Completely expand the capabilities of the standard Wealthbox - Zapier integration. Review the standard/custom  integration overview here.

What it can do:

• Triggers
  • Task Completed
  • Workflow Step Completed
  • New or Updated Contact
  • New or Updated Tags Applied
  • Workflow Step or Entire Workflow Run Completed (NEW)
  • Task Completed or Updated (NEW)
• Search
  • Find Contact
  • Find Event
  • Find Household (or create if not found)
  • Find Task
  • Find Opportunity (or create if not found)
  • Find Workflow Run (or create if not found)
  • Pull Internal User Accounts (NEW)
• Actions
  • Complete Workflow Step
  • Complete Workflow Run (NEW)
  • 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. This product does NOT include any Zap templates.