Wealthbox
CRM designed for financial advisors to manage contacts, pipelines, tasks, and client communications. Provides workflow automation, collaboration tools, and integrations to streamline client relationship management.
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Actions
add_household_memberAdds a member to an existing household. Link multiple contacts under one family unit.create_contactAdds a new contact with rich details (name, address, email, tags, etc.)create_eventCreates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.create_householdCreates a household record with emails, tags. Group family member contacts into one household.create_noteAdds a note linked to a contact. Log call summaries against client records.create_opportunityLogs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.create_projectStarts a new project with description and organizer. Launch project-based onboarding when new clients sign up.create_taskCreates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.find_contactLocate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.find_taskFinds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.start_workflowTriggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.Triggers
new_contactFires when a new contact is creatednew_eventFires when a new event is creatednew_opportunityFires when a new opportunity is creatednew_taskFires when a new task is createdOver 300 Integrations
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