Skip to main content

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

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions 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.

I am trying to create a Zap to occur within Wealthbox. I want to create basically when a certain titles task is created it will automatically start a workflow. 

 

I also want to create a Zap for when a certain step in a Workflow on Wealthbox is completed it will automatically start a certain Workflow.

 

Is this possible? 

 

Please check out the available triggers/actions/searches for Wealthbox here: https://zapier.com/apps/wealthbox/integrations#triggers-and-actions

Hi @Nadine 
Just checking in to see if you still need help with this? 

Terms & Conditions