Connect Apaleo and Wealthbox CRM

Both apps 92Apaleo 71Wealthbox CRM 21

• Trigger
  New Booking

  Triggers when a new booking is created in Apaleo, returning the booker details and its reservations.

• Trigger
  New Company

  Triggers when a new company is created in Apaleo.

• Trigger
  New Folio

  Triggers when a new folio is created in Apaleo, newest first.

• Trigger
  New Reservation

  Triggers when a new reservation is created in Apaleo, optionally limited to certain properties, statuses or channels.

• Trigger
  Reservation Updated

  Triggers when a reservation is created or changed, including status changes such as check-in, check-out or cancellation.

• Action
  Add Allowance to Folio

  Posts an allowance (a discount or credit) to a folio in Apaleo.

• Action
  Add Charge to Folio

  Adds a charge for a good or service to a folio and posts it immediately. Returns the new charge id and any fee charge ids.

• Action
  Add Reservations to Booking

  Creates one or more new reservations and adds them to an existing booking. Returns the ids of the reservations that were created.

• Action
  Amend Reservation Stay

  Changes the stay details of a reservation: arrival, departure, number of guests and the rate plan for each night.

• Action
  Assign Unit to Reservation

  Assigns a specific unit (room) to a confirmed or in-house reservation, optionally for part of the stay and optionally locking it.

• Action
  Book Service for Reservation

  Books a service (such as breakfast or spa) onto an existing reservation, for the whole stay or for specific dates.

• Action
  Cancel Block

  Cancels a block that is Definite or Tentative, changing its status to Canceled.

• Action
  Cancel Invoice

  Cancels an invoice in Apaleo, creating a cancellation invoice and reopening the folio where applicable.

• Action
  Cancel Reservation

  Cancels a confirmed reservation whose arrival is still in the future, setting its status to Canceled.

• Action
  Change Unit Condition

  Changes the housekeeping condition (Clean, Clean to be inspected, Dirty) of a unit in apaleo.

• Action
  Check In Reservation

  Checks in a confirmed reservation that has a unit assigned, moving it to In House.

• Action
  Check Out Reservation

  Checks out an in-house reservation, setting its status to Checked Out and posting all open folio charges.

• Action
  Close Folio

  Closes a folio so no further charges or payments can be added. Only possible when the folio balance is 0; this cannot be undone.

• Action
  Confirm Block

  Confirms a tentative block, changing its status to Definite.

• Action
  Create Block

  Creates a block of inventory for a group booking at a given rate plan and date range, and returns the new block's id.

• Action
  Create Booking

  Creates a booking in Apaleo containing one or more reservations for a booker. Returns the new booking id and the ids of its reservations.

• Action
  Create Company

  Creates a company (corporate account) for a property in Apaleo, with its address, tax details and bookable rate plans.

• Action
  Create Folio

  Creates an additional guest folio for a reservation, or a new external folio for a property, with the given debitor.

• Action
  Create Group

  Creates a group booking in Apaleo for one or more properties, with the booker's details. Returns the new group's id.

• Action
  Create Invoice

  Creates an invoice for one folio. The folio's debitor must have a name, city, postal code and country.

• Action
  Create Maintenance

  Creates a maintenance window (out of service, out of order or out of inventory) for a unit.

• Action
  Create Payment

  Records a custom payment (cash, cheque, voucher or externally processed) on an Apaleo folio.

• Action
  Create Payment Link

  Creates a link to a payment form where a guest can pay an amount toward a folio. Returns the id of the pending payment.

• Action
  Create Refund

  Creates a refund on an Apaleo folio for the given amount and payment method. The refund is processed asynchronously.

• Action
  Create Unit

  Creates a new unit (room) in an Apaleo property.

• Action
  Delete Block

  Deletes a block, as long as no reservations have been picked up from it.

• Action
  Delete Company

  Deletes a company and removes it from any rate plans that have not used it yet.

• Action
  Delete Folio

  Deletes an empty, non-main folio. This cannot be undone.

• Action
  Delete Group

  Deletes a group booking in Apaleo. Only possible while no blocks are linked to the group.

• Action
  Delete Maintenance

  Deletes a maintenance window from a unit. Maintenances that started yesterday or earlier cannot be deleted.

• Action
  Get Block

  Returns a specific Apaleo block (inventory held for a group booking) by its ID.

• Action
  Get Booking

  Returns a booking with its booker details, reservations and property totals.

• Action
  Get Company

  Returns a company (corporate account) by its ID, including its address, tax details and bookable rate plans.

• Action
  Get Folio

  Returns one folio by ID, including its charges, allowances, payments, balance and debitor details.

• Action
  Get Group

  Returns a specific group booking, optionally including its blocks and available actions.

• Action
  Get Invoice

  Returns an invoice's details, including recipient, line items, payments, tax details and totals.

• Action
  Get Invoice PDF

  Downloads the PDF file of an existing invoice.

• Action
  Get Maintenance

  Returns a scheduled unit maintenance (out of service, out of order or out of inventory) by its ID, including its unit and time window.

• Action
  Get Payment

  Returns a single payment on a folio, including its amount, method, status and dates.

• Action
  Get Property

  Returns a property (hotel) by its id, including its name, address, company details, time zone and currency.

• Action
  Get Rate Plan

  Returns a single rate plan by its ID, including its pricing, policies, restrictions and channels.

• Action
  Get Reservation

  Returns a single reservation, including its guest, stay dates, rate plan, unit and amounts.

• Action
  Get Service

  Returns a specific service (such as breakfast) with its price, availability and accounting settings.

• Action
  Get Stay Offers

  Returns the available room offers (unit groups with rate plans and prices) for a property, arrival and departure date and number of guests.

• Action
  Get Unit

  Returns a single unit (room or space) with its property, unit group, status, and attributes.

• Action
  Get Unit Group

  Returns a unit group (room type) with its property, names, descriptions, capacity and unit count.

• Action
  List Bookings

  Returns the bookings in your Apaleo account, optionally filtered by reservation, group, channel, external code or booker details.

• Action
  List Folios

  Returns the folios in your Apaleo account, optionally filtered by property, reservation, booking, company, status, type, dates or balance.

• Action
  List Payments

  Returns the payments recorded on a folio, newest first, optionally filtered by payment status.

• Action
  List Properties

  Returns the list of properties (hotels) in the Apaleo account, optionally filtered by status or country.

• Action
  List Rate Plans

  Returns the rate plans in your Apaleo account, optionally filtered by property, codes, channels, unit groups and other criteria.

• Action
  List Rates

  Returns the prices and restrictions of a rate plan for each time slice in a date range.

• Action
  List Reservations

  Returns the reservations in your Apaleo account, optionally filtered by booking, property, status, dates, guest text and more.

• Action
  List Services

  Returns the services (extras such as breakfast or parking) set up for your properties, optionally filtered by property, name, channel or type.

• Action
  List Unit Groups

  Returns the unit groups (room types, meeting rooms, parking and similar) defined in Apaleo, optionally for one property.

• Action
  List Units

  Returns the units (rooms) of your Apaleo account, optionally filtered by property, unit group, condition, occupancy or name.

• Action
  Mark Invoice Paid

  Marks an Apaleo invoice as paid, recording the payment method and receipt reference.

• Action
  Reopen Folio

  Reopens a closed folio so charges and payments can be posted again. Only works when no invoice has been created for the folio.

• Action
  Update Booking

  Updates a booking's comment, booker comment, booker or payment account.

• Action
  Update Company

  Updates an existing company's name, contact details, tax IDs, address, invoicing options or rate plans. Fields left blank are not changed.

• Action
  Update Folio

  Updates a folio's debitor or company in Apaleo.

• Action
  Update Group

  Updates a group booking's name, comments, properties, booker or payment account.

• Action
  Update Maintenance

  Updates the start, end or description of an existing maintenance window for a unit.

• Action
  Update Rates

  Creates or overwrites the prices and restrictions of a rate plan for the given time slices.

• Action
  Update Reservation

  Updates a reservation's comments, travel purpose, market segment, company, charge and pre-check-in flags, or applies other allowed changes such as the primary guest.

• Action
  Update Unit

  Updates a unit's name, description, condition, unit group or maximum occupancy in Apaleo. Only the fields you fill in are changed.

• Trigger
  New Comment

  Triggers when a new comment is added to a record in Wealthbox, such as a contact or task.

• Trigger
  New Contact

  Triggers when a new contact is created in Wealthbox.

• Trigger
  New Event

  Triggered when a new event is created in Wealthbox.

• Trigger
  New Note

  Triggers when a new note is created in Wealthbox, returning the note's content, linked records and tags.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Wealthbox.

• Trigger
  New Project

  Triggered when a new project is created in Wealthbox.

• Trigger
  New Task

  Triggered when a new task is created in Wealthbox, optionally limited to a linked record, assignee, team or creator.

• Trigger
  New Workflow

  Triggered when a new workflow is created in Wealthbox.

• Trigger
  Task Complete

  Triggers when a task is marked complete in Wealthbox.

• Action
  Add Member to Household

  Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.

• Action
  Create Household

  Creates a new household in Wealthbox and returns the household record.

• Action
  Create Project

  Creates a new project in Wealthbox and returns the created project.

• Action
  Delete contact

  Deletes an existing contact from your Wealthbox workspace.

• Action
  Delete household member

  Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.

• Action
  Delete task

  Deletes an existing task from the Wealthbox workspace and returns the deleted task.

• Action
  Find Contact

  Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.

• Action
  Get contact

  Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.

• Action
  Get opportunity

  Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.

• Action
  Get task

  Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.

• Action
  List tasks

  Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.

• Action
  Update project

  Updates the name or description of an existing project in Wealthbox CRM.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.