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Wealthbox

Wealthbox integrations

Connecting Wealthbox on Make
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Connect Wealthbox with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like 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.

Categories
CRM

Build your Wealthbox integrations.

Create custom Wealthbox workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Wealthbox
Add a Member to a Household

Adds a member to the household.

Action
Wealthbox
Complete a Workflow Step

Completes a workflow step.

Action
Wealthbox
Create a Contact

Creates a new contact.

Action
Wealthbox
Create a Note

Creates a new note.

Action
Wealthbox
Create a Project

Creates a new project.

Action
Wealthbox
Create a Task

Creates a new task.

Action
Wealthbox
Create a Workflow

Creates a new workflow.

Action
Wealthbox
Create an Event

Creates a new event.

Action
Wealthbox
Create an Opportunity

Creates a new opportunity.

Action

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