Question

Wealthbox trigger from custom field

  • 7 March 2022
  • 2 replies
  • 65 views

Userlevel 1

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

Userlevel 7
Badge +14

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

Userlevel 1

Thanks Troy, I opened a ticket earlier.