Connect Readwise and Wealthbox CRM

Both apps 28Readwise 13Wealthbox CRM 15

• Trigger
  Any Document Created (Readwise Reader)

  Triggers when a new Document is created in Reader.

• Trigger
  Document Archived (Readwise Reader)

  Triggers when user archive Reader document.

• Trigger
  Document Finished (Readwise Reader)

  Triggers when user finishes reading the document in Reader (reaches 99% article done).

• Trigger
  Document Moved to Inbox (Readwise Reader)

  Triggers when user moves document to inbox.

• Trigger
  Document Moved to Later (Readwise Reader)

  Triggers when user moves Reader document to later section.

• Trigger
  Document Shortlisted (Readwise Reader)

  Triggers when user shortlists a document in Reader.

• Trigger
  Document Tags Updated (Readwise Reader)

  Triggers when user updates tags in a Reader document.

• Trigger
  Feed Document Created (Readwise Reader)

  Triggers when a new (feed) Document is created in Reader.

• Trigger
  Highlight Created (Readwise)

  Triggers when a new highlight has been created in Readwise.

• Trigger
  Highlight Tag Created (Readwise)

  Triggers when user added a tag to a highlight.

• Trigger
  Non Feed Document Created (Readwise Reader)

  Triggers when a new (non feed) Document is created in Reader.

• Action
  Add Document (Readwise Reader)

  Add Document to Reader

• Action
  Create Highlight (Readwise)

  Create a new highlight in Readwise.

• 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 Opportunity

  Triggered when a new opportunity is created in Wealthbox.

• Trigger
  New Project

  Triggered when a new project 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
  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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.