Connect Files.com and Wealthbox CRM

Both apps 44Files.com 23Wealthbox CRM 21

• Trigger
  Automation Run Completed

  Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.

• Trigger
  File Deleted

  Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.

• Trigger
  Group Created

  Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions.

• Trigger
  New File or Folder Created

  Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.

• Trigger
  New File Uploaded

  Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.

• Trigger
  Share Link Created

  Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.

• Trigger
  User Created

  Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.

• Action
  Add User to Group

  Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.

• Action
  Copy File

  Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.

• Action
  Create Folder

  Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.

• Action
  Create Group

  Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.

• Action
  Create Share Link

  Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.

• Action
  Delete File

  Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.

• Action
  Delete Folder

  Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.

• Action
  Delete Group

  Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.

• Action
  Delete User

  Deletes a user from Files.com by their ID, removing their access to the site.

• Action
  Download File

  Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.

• Action
  List Folder Contents

  Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.

• Action
  Move File

  Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.

• Action
  Remove User from Group

  Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.

• Action
  Run Automation

  Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.

• Action
  Update User

  Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.

• Action
  Upload File

  Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.

• 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.