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.

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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.

Add a Member to a Household

Adds a member to the household.

Action

Complete a Workflow Step

Completes a workflow step.

Action

Create a Contact

Creates a new contact.

Action

Create a Note

Creates a new note.

Action

Create a Project

Creates a new project.

Action

Create a Task

Creates a new task.

Action

Create a Workflow

Creates a new workflow.

Action

Create an Event

Creates a new event.

Action

Create an Opportunity

Creates a new opportunity.

Action

Popular Wealthbox workflows.

Looking to get more out of Wealthbox? With Make you can visually integrate Wealthbox into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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.

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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.

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Export Wealthbox Events to Google Calendar

Export selected Wealthbox events to your Google calendar.

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Wealthbox integrations

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