Connect Samsara and Wealthbox CRM

Both apps 40Samsara 18Wealthbox CRM 22

• Trigger
  New Document Submitted

  Triggers when a driver submits a new document in Samsara (documents created in the last 7 days are checked).

• Trigger
  New Route Added

  Triggers when a new route is added in Samsara (routes scheduled from 7 days ago to 30 days ahead are checked).

• Trigger
  New Route Job Completion

  Triggers on each new route stop event in Samsara (arrived, departed/completed, skipped, and other stop updates); the event name is in the operation field, so filter on it for completions.

• Action
  Create Address

  Creates an address in your Samsara organization's address book, with a circular geofence around it.

• Action
  Create Contact

  Creates a contact in your Samsara organization.

• Action
  Create Route

  Creates a route from a start address to an end address (both existing Samsara addresses), optionally assigned to a driver or vehicle.

• Action
  Delete route

  Deletes a dispatch route from your Samsara organization.

• Action
  Get document

  Returns a single driver document, including its type, status, driver, vehicle and submitted field values.

• Action
  Get vehicle

  Returns a single vehicle in your Samsara fleet, including its name, VIN, make, model, tags and external IDs.

• Action
  List addresses

  Returns the addresses (geofenced locations) in your Samsara address book, optionally filtered by tag or creation time.

• Action
  List assets

  Returns the assets (vehicles, trailers, equipment and other tracked assets) in your Samsara organization.

• Action
  List contacts

  Returns the contacts in your Samsara organization.

• Action
  List documents

  Returns driver documents submitted or updated in Samsara within a time range, optionally limited to one document type.

• Action
  List drivers

  Returns the drivers in your Samsara organization, optionally filtered by status, tags or update time.

• Action
  List routes

  Returns the routes scheduled within a time window, including their stops, driver and vehicle.

• Action
  List trailers

  Returns the trailers in your Samsara fleet, optionally filtered by tag.

• Action
  List vehicles

  Returns the vehicles in your Samsara fleet, optionally filtered by tag, attribute or creation/update time.

• Action
  Update route

  Updates an existing Samsara route's name, notes, assigned driver or assigned vehicle.

• 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.