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How can I trigger a Zap when a Wealthbox Contact is updated? These are the only Wealthbox Triggers I see:

  • New Comment
  • New Event
  • New Opportunity
  • Task Complete
  • New Workflow
  • New Contact
  • New Note
  • New Project
  • New Task
  • Workflow Step Complete

Is there really no way to trigger a zap when a contact is updated?

 

Any help is appreciated, thank you in advance.

Hi @dgallman 

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.

Hi @dgallman,

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:

  • Bring this to the attention of the integration developers
  • Help track interest in this feature being implemented
  • Allows us to notify you via email if this feature becomes available in the future

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.

Hey folks,

Just stopping by to share that a Contact Updated trigger has been added to the Wealthbox CRM app! 🎉

1e361e8085a179e711f00a585b5d316d.png
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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