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Export Wealthbox Events to Google Calendar

Export Wealthbox Events to Google Calendar

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Export selected Wealthbox events to your Google calendar.

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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Add a Member to a Household

Adds a member to the household.

Action
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Clear a Calendar

Clears a primary calendar. This operation deletes all events associated with the primary calendar of an account.

Action
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Complete a Workflow Step

Completes a workflow step.

Action
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Create a Calendar

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Action
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Create a Contact

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Action
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Create a Note

Creates a new note.

Action
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Create a Project

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Action
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Action

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