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Question

Wealthbox trigger from custom field

  • March 7, 2022
  • 2 replies
  • 94 views
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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

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

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 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

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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  • bobcasey
  • Author
  • New
  • March 7, 2022

Thanks Troy, I opened a ticket earlier.

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