Connect Typeform and Wealthbox CRM

Both apps 36Typeform 21Wealthbox CRM 15

• Trigger
  New Form Response

  Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.

• Action
  Create Form

  Create a new form. Provide the full form definition object (title, fields, etc.).

• Action
  Create or Update Webhook

  Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.

• Action
  Create Theme

  Create a new theme (name, colors, font, etc.).

• Action
  Create Workspace

  Create a new workspace with the given name.

• Action
  Delete Form

  Permanently delete a form by its form ID.

• Action
  Delete Theme

  Delete a theme by its ID.

• Action
  Delete Webhook

  Delete a webhook from a form by its tag.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Get Account

  Retrieve the authenticated user's account/profile (/me).

• Action
  Get Form

  Retrieve a single form definition by its form ID.

• Action
  Get Theme

  Retrieve a single theme by its ID.

• Action
  Get Webhook

  Retrieve a single webhook on a form by its tag.

• Action
  Get Workspace

  Retrieve a single workspace by ID.

• Action
  List Forms

  Retrieve all forms in your Typeform account (paginated).

• Action
  List Images

  Retrieve all images in your account image library.

• Action
  List Responses

  Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).

• Action
  List Themes

  Retrieve all themes in your account (paginated).

• Action
  List Webhooks

  List all webhooks configured on a form.

• Action
  List Workspaces

  Retrieve all workspaces in your account (paginated).

• Action
  Update Form

  Replace an existing form definition (full PUT) by form ID.

• 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.