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    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.

    Wealthbox
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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.

    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

    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.

    Google Sheets
    Wealthbox
    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 ➔
    Wealthbox
    Google Sheets
    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 ➔
    Gmail
    Box
    Save new Gmail attachments to Box

    Every time you receive a new email in Gmail with an attachment, Make will automatically save that attachment in Box.

    Try It ➔
    Telegram Bot
    Box
    Save new Telegram files to Box

    Every time a new file is posted to your Telegram channel, Make will automatically save that file to a Box folder you specify.

    Try It ➔
    Google Drive
    Box
    Transfer files from Google Drive to Box

    When you upload files to a specific folder in Google Drive, Make will automatically download the files and upload them to a folder in Box.

    Try It ➔
    Dropbox
    Box
    Transfer files from Dropbox to Box

    When you upload files to a specific folder in Dropbox, Make will automatically download the files and upload them to a folder in Box.

    Try It ➔
    Wealthbox
    Google Calendar
    Export Wealthbox Events to Google Calendar

    Export selected Wealthbox events to your Google calendar.

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    Google Forms
    Box
    Create Box folders from new Google Forms responses

    Every time a new response is entered on your Google Form, Make will automatically create a new folder on Box.

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    Twitter
    Flow Control
    HTTP
    Box
    Save photos from a new tweet in Twitter to Box

    When a new tweet is tweeted in a specified account in Twitter and media files are attached to the tweet, the media files are gotten and sent to Box.

    Try It ➔

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