Connect Wealthbox CRM and Yay! Forms

Both apps 34Wealthbox CRM 21Yay! Forms 13

• 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.

• Trigger
  New Response

  Triggers when a new response is submitted.

• Action
  Create Field

  Adds a new question field to a Yay! Forms form and returns the created field.

• Action
  Create Form

  Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.

• Action
  Delete Field

  Deletes one question field from a Yay! Forms form.

• Action
  Delete Form

  Deletes a Yay! Forms form along with its fields and responses.

• Action
  Get Form

  Returns one Yay! Forms form with its settings, theme, status and response counts.

• Action
  Get Form Stats

  Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.

• Action
  List Fields

  Returns every question field on a Yay! Forms form, in the order they appear.

• Action
  List Forms

  Returns the forms in a Yay! Forms workspace, one page at a time.

• Action
  List Responses

  Returns the responses submitted to a Yay! Forms form, one page at a time.

• Action
  List Workspaces

  Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.

• Action
  Update Field

  Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.

• Action
  Update Form

  Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

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