Connect Rootly and Wealthbox CRM

Both apps 40Rootly 18Wealthbox CRM 22

• Trigger
  New Alert

  Triggers when a new alert is created in Rootly.

• Trigger
  New Incident

  Triggers when a new incident is created in Rootly.

• Trigger
  New Pulse

  Triggers when a new pulse, such as a deploy or config change, is recorded in Rootly.

• Action
  Add action item

  Adds an action item (task or follow-up) to a Rootly incident.

• Action
  Add service

  Creates a new service in Rootly's service catalog.

• Action
  Create Alert

  Creates a new alert in Rootly and returns its ID and status.

• Action
  Create Incident

  Creates a new incident in Rootly and returns its ID, status and link.

• Action
  Create Pulse

  Records a pulse in Rootly, such as a deploy or configuration change, and returns its ID.

• Action
  Get Alert

  Returns one Rootly alert by its ID.

• Action
  Get Incident

  Returns one Rootly incident by its ID.

• Action
  Get Pulse

  Returns one Rootly pulse by its ID.

• Action
  List alerts

  Returns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.

• Action
  List incidents

  Returns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.

• Action
  List pulses

  Returns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.

• Action
  List services

  Returns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.

• Action
  List teams

  Returns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.

• Action
  List users

  Returns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.

• Action
  Update incident

  Updates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.

• 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 Contact

  Creates a new contact in Wealthbox CRM, including a person, household, organization or trust, and returns the created contact record.

• 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.