Connect Fixflo and Wealthbox CRM

Both apps 43Fixflo 21Wealthbox CRM 22

• Trigger
  Issue Added

  Triggers when a new repair issue is reported in Fixflo. Each event carries the new issue's ID and API link.

• Trigger
  New Closed Issue

  Triggers when a Fixflo issue is closed. Each event carries the closed issue's ID and API link.

• Trigger
  New Completed Job

  Triggers when a contractor completes the job on a Fixflo issue. Each event carries the issue's ID and API link.

• Action
  Add Issue Comment

  Adds a comment to a Fixflo issue for the agent, tenant or contractor network (used by contractor networks).

• Action
  Add New Issue

  Creates a new repair issue in Fixflo for a property, with its fault details and reporter.

• Action
  Create or Update Contractor

  Creates a Fixflo contractor, or updates an existing one, with their company and contact details.

• Action
  Create or Update Landlord

  Creates a Fixflo landlord, or updates an existing one, with their contact details.

• Action
  Create or Update Property

  Creates a Fixflo property, or updates an existing one, with its address and references.

• Action
  Create or Update Tenant

  Creates a Fixflo tenant (resident), or updates an existing one, with their contact details.

• Action
  Get contractor

  Returns a Fixflo contractor's details, including contact information, address, services and certifications.

• Action
  Get Issue

  Returns one Fixflo issue (repair report) by its ID, including its status, fault, reporter and property.

• Action
  Get landlord

  Returns a Fixflo landlord looked up by ID, email address or external reference.

• Action
  Get Property

  Returns one Fixflo property by its Fixflo ID or your external reference.

• Action
  Get Tenant

  Returns one Fixflo tenant by Fixflo ID, email address or your external reference.

• Action
  List blocks

  Returns the blocks in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  List Contractors

  Returns the agency's Fixflo contractors, optionally filtered by keyword or recent change.

• Action
  List estates

  Returns the estates in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  List issues

  Returns the issues in your Fixflo account, optionally filtered by created, closed, job-created or updated dates and by status.

• Action
  List landlords

  Returns landlords in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  List tenants

  Returns the tenants in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  Search Properties

  Searches Fixflo properties by address keyword or reference and returns the matching properties.

• 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 Contact

  Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.

• 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.