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Wealthbox
Microsoft 365 Email (Outlook)

Connect Wealthbox and Microsoft 365 Email (Outlook)

Explore ready-made Wealthbox and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate Wealthbox with Microsoft 365 Email (Outlook) 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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
Wealthbox
Action: Select an action
1. Select a trigger

  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

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

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Triggers and actions

Explore what you can automate between Wealthbox and Microsoft 365 Email (Outlook).

Add a Member to a Household
Adds a member to the household.
Action
Add an Attachment
Adds a large attachment to an email.
Action
Complete a Workflow Step
Completes a workflow step.
Action
Create a Contact
Creates a new contact.
Action
Create a Draft Email
Creates a new draft email.
Action
Create a Note
Creates a new note.
Action
Create a Project
Creates a new project.
Action
Create a Task
Creates a new task.
Action
Create a Workflow
Creates a new workflow.
Action
Load more

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.