Connect Azure Key Vault and Wealthbox CRM

Both apps 30Azure Key Vault 9Wealthbox CRM 21

• Trigger
  New Secret

  Triggers when a new secret is added to your key vault.

• Action
  Delete Secret

  Deletes a secret and all its versions. If the vault has soft-delete on, the secret can still be recovered until it is purged.

• Action
  Get Deleted Secret

  Returns the details of a secret that was deleted but not yet purged, including when it will be permanently removed.

• Action
  Get Secret

  Returns a secret's value and details, either the latest version or a specific one.

• Action
  List Secrets

  Returns the secrets in your key vault with their details (not their values).

• Action
  Purge Deleted Secret

  Permanently removes a deleted secret so it cannot be recovered and its name can be reused.

• Action
  Recover Deleted Secret

  Restores a deleted secret, with all its versions, before it is purged.

• Action
  Set Secret

  Stores a secret in your key vault. If a secret with that name already exists, a new version of it is created.

• Action
  Update Secret Properties

  Changes a secret's settings (enabled, content type, expiry, tags) without changing its value.

• 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.