Connect US Global Mail and Wealthbox CRM

Both apps 38US Global Mail 17Wealthbox CRM 21

• Trigger
  New Mail

  Triggers when a new mail item arrives in your US Global Mail mailbox.

• Action
  Add address

  Adds a new shipping or check-deposit address to your US Global Mail account.

• Action
  Add folder

  Creates a new mail folder with a name and an optional color.

• Action
  Add scan request

  Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.

• Action
  Archive mail item

  Moves a mail item out of the active inbox into the archive and returns the updated mail item.

• Action
  Delete folder

  Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.

• Action
  Discard mail item

  Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.

• Action
  Get account

  Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.

• Action
  Get mail item

  Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.

• Action
  Get shipment

  Returns the details of one shipment, including its status, tracking number, destination and packed mail items.

• Action
  List addresses

  Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.

• Action
  List folders

  Returns all of your US Global Mail folders, with each folder's name and color.

• Action
  List mail items

  Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.

• Action
  List scans

  Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.

• Action
  List shipments

  Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.

• Action
  Update folder

  Renames a mail folder or changes its color.

• Action
  Update mail item

  Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.

• 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.