Connect Wealthbox integrations
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.
This app is supported and maintained by Make.
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.
Adds a member to the household.
Completes a workflow step.
Creates a new contact.
Creates a new note.
Creates a new project.
Creates a new task.
Creates a new workflow.
Creates a new event.
Creates a new opportunity.
Connect any app with Wealthbox
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.
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 ->
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