Connect Senta and Wealthbox CRM

Both apps 34Senta 13Wealthbox CRM 21

• Trigger
  Job Becomes Overdue

  Triggers when a job in Senta becomes overdue, optionally only for one client or one job template.

• Trigger
  Job Becomes Ready

  Triggers when a job in Senta becomes ready, optionally only for one client or job template.

• Trigger
  Job Cancelled

  Triggers when a job in Senta is cancelled, optionally limited to one client or job template.

• Trigger
  Job Completed

  Triggers when a job in Senta is completed, optionally only for one client or job template.

• Trigger
  Job Created

  Triggers when a new job is created in Senta, optionally only for a specific client or job template.

• Trigger
  Job Updated

  Triggers when a job is updated in Senta, firing once for each change to a job's details.

• Action
  Create a New Client

  Creates a new client company in your Senta practice and returns its id.

• Action
  Create a New Note

  Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note.

• Action
  Delete client

  Deletes a client from your Senta practice by its ID.

• Action
  Find a Client

  Returns the Senta clients whose details match the keywords you search for, with each client's id and name.

• Action
  Get client

  Returns one client company by its ID, including the fields your practice has customised and the client's contacts.

• Action
  List jobs

  Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status.

• Action
  Update a Client

  Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update.

• 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.