How can I trigger a Zap when a Wealthbox Contact is updated? These are the only Wealthbox Triggers I see:
Is there really no way to trigger a zap when a contact is updated?
Any help is appreciated, thank you in advance.
Best answer by SamB
Hey folks,
Just stopping by to share that a Contact Updated trigger has been added to the Wealthbox CRM app! 🎉
Really appreciate your patience on this—we’re excited for you to give it a try!
And if you run into any issues with it, feel free to start a new topic or reach out to our Support team directly.
In the meantime, happy Zapping! ⚡
+14Hi
Try asking Wealthbox Support if there is an available webhook event for: Update Contact
If so, then use this Zap trigger: Webhook - Catch Hook
This will generate a unique webhook URL to configure in Wealthbox.
+6Hi
Unfortunately, triggering on updated contacts in Wealthbox CRM is not supported at the moment. However, we have an feature request for this exact functionality. I have added you to the feature request. That does a few things:
While I don't have an ETA on when this feature might be implemented, we will notify you via email if it is!
Hopefully, this helps.
+11Hey folks,
Just stopping by to share that a Contact Updated trigger has been added to the Wealthbox CRM app! 🎉
Really appreciate your patience on this—we’re excited for you to give it a try!
And if you run into any issues with it, feel free to start a new topic or reach out to our Support team directly.
In the meantime, happy Zapping! ⚡
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