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 CompleteIs there really no way to trigger a zap when a contact is updated? Any help is appreciated, thank you in advance.

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 developersHelp track interest in this feature being implementedAllows us to notify you via email if this feature becomes available in the futureWhile 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.

Best answer

How to trigger a zap when a wealthbox contact is updated

Forum|Forum|1 year ago
October 10, 2024
3 replies
81 views

D

dgallman
New

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.

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! ⚡

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

+14

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|Forum|1 year ago
October 10, 2024

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.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor

Like

+6

ken.a
Zapier Staff
Forum|Forum|1 year ago
October 11, 2024

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.

D