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Question

Wealthbox trigger from custom field

  • March 7, 2022
  • 2 replies
  • 92 views

Hi, I am looking to create a trigger when a custom field in Wealthbox is changed or updated.  We have created other Zaps using Wealthbox, but do not see the custom field data available to trigger from. Any ideas?

Thanks in advance

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34081 replies
  • March 7, 2022

Hi @bobcasey 

Often custom fields aren’t supported in Zap app integrations.

To be sure for Wealthbox, it’s probably best to open a ticket with Zapier Support for confirmation: https://zapier.com/app/get-help


  • Author
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  • 1 reply
  • March 7, 2022

Thanks Troy, I opened a ticket earlier.