Connect Wealthbox CRM to Uku

Both apps 33Wealthbox CRM 21Uku 12

• 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 Task

  Create a task, optionally linked to a client.

• Action
  Create Client

  Creates a new client in Uku

• Action
  Create Contact

  Creates contact under the client

• Action
  Find Client

  Finds a Client from Uku

• Action
  Find Contact

  Finds contacts of an Uku client by email (and optionally name).

• Action
  Get Client

  Retrieves one Uku client by its id.

• Action
  Get Task

  Fetch a single task by id.

• Action
  List Client groups

  Lists the client groups in the Uku account.

• Action
  List Tasks

  Lists Uku tasks whose start date falls within a date range, optionally filtered by assignee, client, topic, client group, status, keyword and task flags.

• Action
  Update Client

  Update fields on an existing client.

• Action
  Update Contact

  Updates an existing Uku contact. Fields left blank are not changed.

• Action
  Update Task

  Update a task's fields, including completing or reopening it.

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