Connect Raklet and Wealthbox integrations
Connect Raklet and Wealthbox with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Raklet and Wealthbox to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new contact has been created.
Triggers when a new payment has been processed.
Adds a member to the household.
Completes a workflow step.
Creates a new contact.
Creates a new event.
Creates a new opportunity.
Creates a new note.
Creates a new project.
Creates a new task.
Creates a new workflow.
Deletes a specific contact using its unique identifier.
Removes a member from a household.
Deletes an existing event from your account (workspace).
Deletes an existing opportunity from your account (workspace).
Deletes an existing project from your account (workspace).
Deletes an existing task from your account (workspace).
Retrieves a specific contact using its unique identifier.
Retrieves a specific event using its unique identifier.
Retrieves a specific opportunity using its unique identifier.
Retrieves a specific note using its unique identifier.
Retrieves a specific project using its unique identifier.
Retrieves a specific task using its unique identifier.
Retrieves a specific workflow using its unique identifier.
Performs an arbitrary authorized API call.
Reverts a workflow step.
Updates a specific contact using its unique identifier.
Updates an existing event with new properties.
Updates an existing opportunity with new properties.
Updates an existing note with new properties.
Updates an existing project with new properties.
Updates an existing task with new properties.
Updates an existing workflow with new properties.
Fetches every custom field in the authenticated user’s account (workspace).
Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.
Fetches all of the projects that are accessible by the user.
Fetches all of the workflow templates that are accessible by the user.
Searches for comments or fetches all of the comments that are accessible by the user.
Searches for contacts or retrieves them all.
Searches for events or fetches all of the events that are accessible by the user.
Searches for notes or fetches all of the notes that are accessible by the user.
Searches for opportunities or fetches all of the opportunities that are accessible by the user.
Searches for tasks or fetches all of the tasks that are accessible by the user.
Searches for workflows or fetches all of the workflows that are accessible by the user.
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Build your Raklet and Wealthbox integrations.
Create custom Raklet and Wealthbox workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a member to the household.
Adds a note on a contact.
Adds a tag on a contact.
Completes a workflow step.
Creates a new contact.
Creates a new contact.
Creates a new note.
Creates a new project.
Creates a new tag.
Popular Raklet and Wealthbox workflows.
Looking to get more out of Raklet and Wealthbox? With Make you can visually integrate Raklet and Wealthbox into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Export Wealthbox Person contacts to Google Sheets
Export Wealthbox Person contacts to Google Sheets. Wealthbox offers many parameter. In this template, we will use a Person contact and export First name, Last name, and an email. A limit of max. 3200 records applies.
TRY IT ->Export Wealthbox Events to Google Calendar
Export selected Wealthbox events to your Google calendar.
TRY IT ->Import Google Sheets contact to Wealthbox Persons
Every time a new conatct is added to Google Sheet, a new contact is automatically created in Wealthbox. Wealthbox offers many parameters for contact, in this template we will work only with Personal contacts using First name, Last name, and Email in columns A, B, and C.
TRY IT ->Save new Raklet contacts as a new Shopify customers
Every time a new contact is created in Raklet, Make will automatically create a new customer in Shopify.
TRY IT ->Save Shopify customers as a Raklet contacts
Every time a new customer is added to a Shopify, Make will automatically add that customer to Raklet as a new contact.
TRY IT ->Create Airtable records for Raklet contacts
Every time a new contact is created in Raklet, Make will automatically create a new Airtable record. For the proper work of this scenario you can use our [example table](https://airtable.com/shr8yzrbZkHQLPiQj).
TRY IT ->
FAQ
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