Connect TOPdesk and Wealthbox CRM

Both apps 33TOPdesk 11Wealthbox CRM 22

• Trigger
  New First Line Incident

  Triggers when a new first-line incident is created in TOPdesk.

• Trigger
  New Incident

  Triggers when a new incident is created in TOPdesk.

• Trigger
  New Major Incident

  Triggers when a new major incident is created in TOPdesk.

• Trigger
  New Second Line Incident

  Triggers when a new second-line incident is created in TOPdesk.

• Trigger
  Updated Incident

  Triggers when an incident in TOPdesk is created or updated.

• Action
  Create an Incident

  Creates a new incident in TOPdesk, registered for a known person or an unregistered caller.

• Action
  Find Branch

  Finds a TOPdesk branch by its exact name and returns its ID and details.

• Action
  Find Incident

  Returns the TOPdesk incident with the given incident number.

• Action
  Find Last Action

  Returns the most recent action (progress-trail entry) on a TOPdesk incident, found by incident number.

• Action
  Find Person

  Finds a TOPdesk person (caller) by full name or email address and returns their ID and details.

• Action
  Update Incident

  Updates an existing TOPdesk incident, found by its incident number. Only the fields you fill in are changed; an action text is added to the progress trail.

• 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.