Connect Bookingmood and Wealthbox CRM

Both apps 53Bookingmood 32Wealthbox CRM 21

• Trigger
  Product Updated

  Triggers when a product was updated.

• Trigger
  Widget Updated

  Triggers when a widget was updated.

• Action
  Create Attribute

  Create a new attribute

• Action
  Create Attribute Option

  Create a new attribute option

• Action
  Create Booking

  Creates a booking for a product over a date range through the Bookingmood booking flow.

• Action
  Create Contact

  Create a new contact

• Action
  Create Coupon

  Create a new coupon

• Action
  Create Coupon Product

  Limits a coupon to a specific product in Bookingmood.

• Action
  Create Coupon Service

  Limits a coupon to a specific service in Bookingmood.

• Action
  Create Email Template

  Create a new email template

• Action
  Create External Calendar

  Create a new external calendar

• Action
  Create Occupancy Group

  Creates an occupancy (capacity) group in Bookingmood, such as adults, children or pets.

• Action
  Create Occupancy Group Dependency

  Create a new occupancy group dependency

• Action
  Create Permission

  Create a new permission

• Action
  Create Product

  Register a new unit in your organization. This action will automatically update your subscription.

• Action
  Create Product Attribute Option

  Create a new product attribute option

• Action
  Create Product Email Template

  Create a new product email template

• Action
  Create Product Occupancy

  Sets how many guests of one occupancy group a Bookingmood product accepts.

• Action
  Create Product Reply-To Address

  Create a new product reply to address

• Action
  Create Product Service

  Offers a service on a Bookingmood product.

• Action
  Create Product Task

  Create a new product task

• Action
  Create Reply-To Address

  Create a new reply to address

• Action
  Create Season

  Creates a season in Bookingmood for seasonal pricing and availability.

• Action
  Create Service

  Create a new service

• Action
  Create Service Deposit Moment

  Create a new service deposit moment

• Action
  Create Service Discount

  Create a new service discount

• Action
  Create Service Payment Moment

  Create a new service payment moment

• Action
  Create Service Tax

  Create a new service tax

• Action
  Create Tax

  Create a new tax

• Action
  Create Widget

  Create a new widget

• Action
  Create Widget Listing

  Create a new widget listing

• Action
  Invite Member

  Invites someone to the Bookingmood organization by email.

• 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.