$382.50 USD

Our custom Wealthbox-Zapier integration that significantly expands the functionality of the out-of-the-box version. Update existing contacts, tasks, events and more. One-time fee for lifetime access. 🪄

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Zapier for Financial Advisors Essentials

What’s Included:

1. Zapier Automation for Financial Advisors 101
Start your journey with a foundational understanding of automation principles and Zapier basics. Learn core concepts, explore common pain points, and build your first Zaps tailored for financial advisors.

2. Zapier Automation for Financial Advisors 102
Dive deeper into practical automations for client onboarding, communication, lead management, task management, and data handling. This course includes step-by-step guidance and real-world examples, helping you streamline essential advisory workflows.

3. Zapier Automation for Financial Advisors 103
Master advanced Zapier techniques like multi-step Zaps, filters, formatters, webhooks, and custom code. This course emphasizes security best practices and offers case studies to inspire creative automation solutions for complex workflows.

4. Zapier Automation Resources
A complete resource hub, including a curated list of best-in-class technology tools for financial advisors and ready-to-use Zap templates. This module ensures you have the essential tools and templates to maximize efficiency from day one.


The Essentials Bundle is your all-in-one package for implementing powerful automation that saves time, enhances client service, and allows you to focus on high-impact activities. Enroll now to transform your advisory practice with expert-led Zapier automation!