Connect Glean and Wealthbox CRM

Both apps 30Glean 8Wealthbox CRM 22

• Trigger
  New Search Result

  Triggered when a new document appears in the Glean search results for a query you choose.

• Action
  Chat Message/Conversation

  Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts.

• Action
  Find Document

  Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify.

• Action
  Get Documents and Events Feed

  Returns the user's personalized Glean feed, including suggested and recent documents, calendar events, announcements and other content.

• Action
  Report Client Activity

  Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality.

• Action
  Report Document Activity

  Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality.

• Action
  Run Agent and Wait

  Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status.

• Action
  Search

  Returns documents from the Glean index that match the search terms and any filters you provide.

• 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.