Connect Keygen and Wealthbox CRM

Both apps 62Keygen 41Wealthbox CRM 21

• Trigger
  License Created

  Fires when a license is created in Keygen.

• Trigger
  License Deleted

  Triggers when a license is deleted.

• Trigger
  License Expired

  Triggers when a license has expired.

• Trigger
  License Expiring

  Triggers when a license is expiring soon.

• Trigger
  License Renewed

  Triggers when a license is renewed.

• Trigger
  License Used

  Triggers when a license's usage is incremented.

• Trigger
  Machine Activated

  Triggers when a machine is activated.

• Trigger
  Machine Deactivated

  Triggers when a machine is deactivated.

• Trigger
  New Event

  Triggers when a new event like a license validation, an activation, or an expiration occurs.

• Trigger
  Password Reset

  Triggers when a user requests a password reset.

• Trigger
  Release Created

  Triggers when a new release is created.

• Trigger
  Release Published

  Triggers when a release is published.

• Trigger
  User Created

  Triggers when a new user is created.

• Action
  Activate Machine

  Activates a new machine for a license using a known fingerprint.

• Action
  Add Release

  creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event.

• Action
  Checkout License

  Checks out a license file.

• Action
  Checkout Machine

  Checks out a machine file.

• Action
  Create License

  Creates a new license according to a policy.

• Action
  Create Policy

  Creates a license policy for a Keygen product.

• Action
  Create Product

  Creates a product in Keygen.

• Action
  Create Release

  /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish.

• Action
  Create Token

  Creates a new API token for a license.

• Action
  Create User

  Creates a new user.

• Action
  Deactivate Machine

  deactivates (deletes) a machine, firing machine.deleted.

• Action
  Delete License

  Permanently deletes a license.

• Action
  Find License

  Finds an existing license by its license key or Keygen ID.

• Action
  Find User

  Finds an existing user by their email address or Keygen ID.

• Action
  Get Token

  Retrieves a single API token by its id, returning its kind, name, expiry and permissions.

• Action
  Increment License Usage

  /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented).

• Action
  List Entitlements

  Lists a license's entitlements by license key or license ID.

• Action
  List Policies

  Lists the policies in the Keygen account.

• Action
  Publish Release

  moves a draft release to PUBLISHED status; fires the release.published webhook event.

• Action
  Reinstate License

  Reinstates a suspended license.

• Action
  Renew License

  Renews a license by extending its expiration date.

• Action
  Request Password Reset

  /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event.

• Action
  Reset License Usage

  Resets a license's usage counter.

• Action
  Suspend License

  Suspends a license.

• Action
  Transfer License

  Transfer an existing license to a different policy.

• Action
  Update License

  Updates a license.

• Action
  Update Machine

  Updates a machine.

• Action
  Update User

  Updates a user.

• 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.