CRM (Customer Relationship Management) > Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
CRM (Customer Relationship Management)
Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
New Comment
Triggers when a new comment is created.
New Contact
Triggers when a new contact is created.
New Event
Triggers when a new event is created.
Fetch User
Triggers after authentication to ensure that the endpoint is up and functioning.
List Address Types
Tiggers when a user wants to list all of their address types.
List Contact Sources
Triggers when a user needs to list all of the custom contact sources available to them.
List Email Types
Triggers when a user needs to list all of the custom email types available to them.
List Event Categories
Triggers when a user needs to choose an event category when creating a new event.
List Households
List all the households associated with your Wealthbox CRM account.
List Opportunity Stages
List all of the opportunity stages associated with the user.
List Phone Types
Triggers when a user wants to select a phone type.
List Task Categories
Triggers when a user needs to select a category for a task being created.
List Users
Triggers when a User must be selected using a dynamic dropdown.
List Workflow Templates
List all the workflow templates associated with your Wealthbox CRM account.
New Note
Triggers when a new note is created.
New Opportunity
Triggers when a new opportunity is created.
New Project
Triggers when a new project is created.
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
New Task
Triggers when a new task is created.
New Workflow
Triggers when a new workflow is created.
New Workflow Step
Triggers when a new workflow step is created.
Workflow Step Complete
Triggers when an existing workflow step is completed.
Worklfow Step Created (Bad)
Triggers when a new Workflow Step is created (This trigger has an error in the name of the key so it must be kept around but has been replaced).
Add Member to Household
Adds a new family member to a household.
Create Contact
Creates a new contact.
Create Event
Creates a new event.
Create Note
Creates a new note.
Create Opportunity
Creates a new opportunity.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Household
Creates a new household.
Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Find Contact
Find a contact.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
