Connect ONLYOFFICE DocSpace and Wealthbox CRM

Both apps 48ONLYOFFICE DocSpace 27Wealthbox CRM 21

• Trigger
  File Created

  Triggers when a new file is created in the selected DocSpace folder or room.

• Trigger
  File Created in My Documents

  Triggers when a new file is created in your My documents section.

• Trigger
  Folder Created

  Triggers when a new folder is created inside the selected folder or room.

• Trigger
  Folder Created in My Documents

  Triggers when a new folder is created in your My Documents section.

• Trigger
  Room Archived

  Triggers when a room is moved to the Archive section of your DocSpace.

• Trigger
  Room Created

  Triggers when a new room is created in the DocSpace portal.

• Trigger
  User Added

  Triggers when a new user is added to the DocSpace portal.

• Trigger
  User Joined

  Triggers when a user joins the DocSpace portal by activating their account.

• Action
  Archive Room

  Moves a DocSpace room to the Archive section.

• Action
  Create File

  Creates a new document, spreadsheet or presentation file in a DocSpace folder or room.

• Action
  Create File in My Documents

  Creates a new blank document, spreadsheet or presentation in your My documents section.

• Action
  Create Folder

  Creates a new folder with the given title inside a folder or room.

• Action
  Create Folder in My Documents

  Creates a new folder in your My Documents section.

• Action
  Create Room

  Creates a new room in the DocSpace Rooms section and returns the room's information.

• Action
  Delete Folder

  Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.

• Action
  Delete Folder From My Documents

  Deletes a folder from My Documents in ONLYOFFICE DocSpace.

• Action
  Download File

  Returns a temporary pre-signed download link for a DocSpace file.

• Action
  Download File From My Documents

  Returns a temporary download link for a file in My Documents.

• Action
  Find User by Email

  Finds a DocSpace user by email address and returns their profile.

• Action
  Get External Link

  Returns the primary external (public share) link of a DocSpace room.

• Action
  Get Room Access List

  Returns the list of users, groups and links that have access to a room, with their access rights.

• Action
  Invite User

  Invites a person to the DocSpace portal by email with the chosen user role.

• Action
  Search File

  Searches a DocSpace folder or room for files whose title matches the given text.

• Action
  Search Folder

  Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.

• Action
  Share Room

  Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.

• Action
  Upload File

  Uploads a file from a URL into a chosen DocSpace folder or room.

• Action
  Upload File to My Documents

  Uploads a file to your My documents section in ONLYOFFICE DocSpace.

• 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.