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Wealthbox
Google Sheets

Connect Wealthbox and Google Sheets

Explore ready-made Wealthbox and Google Sheets templates and start automating in minutes.

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Create a custom workflow

Integrate Wealthbox with Google Sheets and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Sheets
Trigger: Perform a Function
Wealthbox
Action: Select an action
1. Select a trigger

  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action

  • 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.

  • Deletes a specific contact using its unique identifier.

  • Removes a member from a household.

  • Deletes an existing project from your account (workspace).

  • Deletes an existing task from your account (workspace).

  • Deletes an existing event from your account (workspace).

  • Deletes an existing opportunity from your account (workspace).

  • Retrieves a specific contact 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.

  • Retrieves a specific event using its unique identifier.

  • Retrieves a specific opportunity 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 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.

  • Updates an existing event with new properties.

  • Updates an existing opportunity with new properties.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Wealthbox and Google Sheets.

Add a Conditional Format Rule
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Action
Add a Member to a Household
Adds a member to the household.
Action
Add a Row
Appends a new row to the bottom of the table.
Action
Add a Sheet
Adds a new sheet.
Action
Bulk Add Rows (Advanced)
Appends multiple rows to the bottom of the table.
Action
Bulk Update Rows (Advanced)
Updates multiple rows.
Action
Clear a Cell
Clears a specific cell.
Action
Clear a Row
Clears values from a specific row.
Action
Clear Values from a Range
Clears a specified range of values from a spreadsheet.
Action
Load more

Popular Wealthbox and Google Sheets workflows

Connect Wealthbox and Google Sheets with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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.

Export Wealthbox Person contacts to Google Sheets
Use template
App Families

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.

Import Google Sheets contact to Wealthbox Persons
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.