Connect ilert and Wealthbox CRM

Both apps 34ilert 13Wealthbox CRM 21

• Trigger
  New or Updated Incident

  Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed.

• Action
  Accept Incident

  Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert.

• Action
  Add Alert

  Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify).

• Action
  Add maintenance window

  Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time.

• Action
  Create Incident

  Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified.

• Action
  Find User on Call

  Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call.

• Action
  Get alert

  Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders.

• Action
  Get incident

  Returns a single ilert incident by its id, including its status, severity, affected services and responders.

• Action
  Get maintenance window

  Fetches a maintenance window by ID. An error occurs if the maintenance window is not found.

• Action
  List Alert Sources

  Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy.

• Action
  List incidents

  Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date.

• Action
  List users

  Returns the users in your ilert account, with their name, email, role and contact settings.

• Action
  Resolve Incident

  Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation.

• 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.