Connect Wealthbox and Fireflies.ai integrations
Connect Wealthbox and Fireflies.ai with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Wealthbox and Fireflies.ai 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.
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.
Performs an arbitrary authorized GraphQL query.
Retrieves a single transcript.
Lists all transcripts available to a user.
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Build your Wealthbox and Fireflies.ai integrations.
Create custom Wealthbox and Fireflies.ai 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.
Popular Wealthbox and Fireflies.ai workflows.
Looking to get more out of Wealthbox and Fireflies.ai? With Make you can visually integrate Wealthbox and Fireflies.ai into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Automatically save Fireflies.ai transcripts to Google Docs
This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically save today's Fireflies.ai transcripts to Google Docs.
TRY IT ->Export Fireflies.ai transcripts to Google Sheets
This template exports automatically every Fireflies.ai transcript to the Google Sheets spreadsheet of your choice.
TRY IT ->Automatically send Fireflies.ai transcripts to every meeting participant
This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically send today's Fireflies.ai transcripts to every meeting participant.
TRY IT ->Automatically send Fireflies.ai transcripts to Slack
This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically send today's Fireflies.ai transcripts in Slack.
TRY IT ->Automatically send Fireflies.ai transcripts to Microsoft Teams
This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically send today's Fireflies.ai transcripts in Microsoft Teams.
TRY IT ->Export Fireflies.ai transcripts to Microsoft Excel 365
This template exports automatically every Fireflies.ai transcript to the Microsoft Excel 365 spreadsheet of your choice.
TRY IT ->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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