About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Wealthbox Workflow Template Not Available in Zapier

  • 14 April 2022
  • 2 replies
  • 50 views
A

I am setting up a Zap triggered by Calendly to start a workflow in Wealthbox. When I click the drop-down on “Workflow Template” in the “Set up Action” section, the workflow I need is not on the list. When I click “Load More” nothing happens. I can see that there are only 25 workflows in the drop-down and the template I need is 26th in my Wealthbox alphabetically, are there a limited number of workflow templates I have access to in Zapier?

 

I have refreshed my connection multiple times, reloaded the page, logged off and on again and in Wealthbox I have unpublished and re-published the workflow template and it still doesn’t appear in Zapier. 

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

P
Userlevel 1

It happened to me last week with hubspot, I was able to see only the old list, not the new ones, I had to disconnect Zapier from hubspot, updated permissions and stuff, and it worked. but you got a good point asking if there’s only a 25 workflows limit, (It shouldn’t right?)

christina.d
Userlevel 7
Badge +9

Hi there, @Allison Cormier! I can see you’re currently chatting with our friends in support - which is perfect!

They should be able to do a bit more digging with you to see what the underlying cause is. Please keep us in the loop with your findings! We’d love to know. 

Terms & Conditions