Export Wealthbox Person contacts to Google Sheets

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Apps used in template

Wealthbox

Google Sheets

About

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.

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Create your own workflow

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

Add a Conditional Format Rule

Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

Action

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Adds a member to the household.

Action

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Appends a new row to the bottom of the table.

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Action

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Action

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Action

Copy a Sheet

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