Connect Google Slides and Wealthbox CRM

Both apps 30Google Slides 9Wealthbox CRM 21

• Trigger
  New Slide Added

  Fires when a new slide is added to a Google Slides presentation.

• Action
  Create Slides Markdown

  Creates a new google slides presentation from markdown text. automatically splits content into slides using '---' separators and applies appropriate templates based on content structure.

• Action
  Get Page Thumbnail2

  Tool to generate a thumbnail of the latest version of a specified page. Use when you need a preview image URL for a slide page. This request counts as an expensive read request for quota purposes.

• Action
  Presentations Batch Update

  Tool to update existing google slides presentations with either raw api requests or markdown content. **two operation modes:** 1. **raw api mode**: provide direct slides api requests for precise control 2. **markdown mode**: provide markdown text to automatically add professional slides **markdown features:** - professional themes with coordinated colors and backgrounds - dynamic font sizing that prevents overflow (notion-like hierarchy) - smart table auto-sizing with column width optimization - auto-centering and professional positioning - bold formatting, emojis, and multi-line content support - multiple slide types: title, bullet, table, quote, image, two-column **use cases:** - add new slides to existing presentations - update presentation content with markdown - apply professional themes and styling - bulk slide creation with consistent formatting

• Action
  Presentations Copy From Template

  Tool to create a new Google Slides presentation by duplicating an existing template deck via Drive file copy. Use when you need to preserve themes, masters, and layouts exactly as they appear in the template. After copying, use GOOGLESLIDES_PRESENTATIONS_BATCH_UPDATE to replace placeholder text or images.

• Action
  Presentations Create

  Tool to create a blank or duplicate presentation. use when you need to initialize a presentation with a specific title or duplicate an existing one.

• Action
  Presentations Get

  Tool to retrieve the latest version of a presentation. use after obtaining the presentation id.

• Action
  Presentations Pages Get

  Tool to get the latest version of a specific page in a presentation. use when you need to inspect slide, layout, master, or notes page details.

• Action
  Presentations Pages Get Thumbnail

  Tool to generate and return a thumbnail image url for a specific page. use when you need a quick preview of a slide page after loading it.

• 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.