Connect Wealthbox and Slack integrations

Connect Wealthbox and Slack 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 Slack 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.

Action
Select an action...
Wealthbox

Adds a member to the household.

Wealthbox

Completes a workflow step.

Wealthbox

Creates a new contact.

Wealthbox

Creates a new event.

Wealthbox

Creates a new opportunity.

Wealthbox

Creates a new note.

Wealthbox

Creates a new project.

Wealthbox

Creates a new task.

Wealthbox

Creates a new workflow.

Wealthbox

Deletes a specific contact using its unique identifier.

Wealthbox

Removes a member from a household.

Wealthbox

Deletes an existing event from your account (workspace).

Wealthbox

Deletes an existing opportunity from your account (workspace).

Wealthbox

Deletes an existing project from your account (workspace).

Wealthbox

Deletes an existing task from your account (workspace).

Wealthbox

Retrieves a specific contact using its unique identifier.

Wealthbox

Retrieves a specific event using its unique identifier.

Wealthbox

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Retrieves a specific note using its unique identifier. 

Wealthbox

Retrieves a specific project using its unique identifier.

Wealthbox

Retrieves a specific task using its unique identifier.

Wealthbox

Retrieves a specific workflow using its unique identifier.

Wealthbox

Performs an arbitrary authorized API call.

Wealthbox

Reverts a workflow step.

Wealthbox

Updates a specific contact using its unique identifier.

Wealthbox

Updates an existing event with new properties.

Wealthbox

Updates an existing opportunity with new properties.

Wealthbox

Updates an existing note with new properties.

Wealthbox

Updates an existing project with new properties.

Wealthbox

Updates an existing task with new properties.

Wealthbox

Updates an existing workflow with new properties.

Wealthbox
Slack
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Action
Select an action...
Slack

Adds a reaction to an item.

Slack

Adds a star to a channel.

Slack

Archives a channel.

Slack

Completes a reminder.

Slack

Creates a channel.

Slack

Creates a message.

Slack

Creates a reminder.

Slack

Creates a text file.

Slack

Deletes a file.

Slack

Removes a message.

Slack

Removes a reminder.

Slack

Downloads a file.

Slack

Returns details about a channel.

Slack

Returns details about a file.

Slack

Returns a message with a given ID from a specified private channel.

Slack

Returns a message with a given ID from a specified public channel.

Slack

Returns details about a reminder.

Slack

Returns details about a member of a workspace.

Slack

Invites 1-30 users to a public or private channel.

Slack

Joints to an existing channel.

Slack

Removes a user from a channel.

Slack

Leaves a channel.

Slack

Performs an arbitrary authorized API call.

Slack

Pins a message to a channel.

Slack

Removes a reaction.

Slack

Removes a star from a channel.

Slack

Removes a saved item.

Slack

Adds an Item to saved items.

Slack

Update a user's current status.

Slack

Changes the purpose of a channel.

Slack

Changes the topic of a channel.

Slack

Unarchives a channel.

Slack

Unpins a message from a channel.

Slack

Updates a message.

Slack

Creates or uploads a file.

Slack

Returns a list of channels in a workspace.

Slack

Returns a list of files within a team.

Slack

Retrieves members of a channel.

Slack

Returns reactions a user made.

Slack

List all reminders created by or for a given user.

Slack

Retrieves a thread of messages posted to a conversation.

Slack

Returns a list of all users in a workspace.

Slack

Returns messages matching a search query.

Slack

Retrieves a single user by looking them up by their registered email address.

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Build your Wealthbox and Slack integrations.

Create custom Wealthbox and Slack 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
Slack
Add a Reaction

Adds a reaction to an item.

Action
Slack
Add a Star

Adds a star to a channel.

Action
Slack
Archive a Channel

Archives a channel.

Action
Slack
Complete a Reminder

Completes a reminder.

Action
Wealthbox
Complete a Workflow Step

Completes a workflow step.

Action
Slack
Create a Channel

Creates a channel.

Action
Wealthbox
Create a Contact

Creates a new contact.

Action
Slack
Create a Message

Creates a message.

Action

Popular Wealthbox and Slack workflows.

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

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