Connect Wealthbox CRM to Aimtell

Both apps 35Wealthbox CRM 21Aimtell 14

• 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.

• Action
  Add event triggered campaign

  Create a campaign that sends automatically when a tracked event occurs.

• Action
  Add RSS campaign

  Create a campaign that sends push notifications automatically from an RSS feed.

• Action
  Add segment

  Create a subscriber segment for targeting push campaigns.

• Action
  Create Push Campaign Draft

  Creates a new push campaign draft.

• Action
  Get event triggered campaign

  Retrieve an event-triggered campaign by ID.

• Action
  Get push campaign

  Retrieve a manual push campaign by ID.

• Action
  Get RSS campaign

  Retrieve an RSS campaign by ID.

• Action
  Get segment

  Retrieve a subscriber segment by ID.

• Action
  List event triggered campaigns

  List all event-triggered campaigns for a site.

• Action
  List push campaigns

  List all manual push campaigns for a site.

• Action
  List RSS campaigns

  List all RSS campaigns for a site.

• Action
  Send Push Notification

  Sends a push notification.

• Action
  Track Event

  Tracks an event against a subscriber.

• Action
  Update segment

  Update a subscriber segment's definition.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.