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Question

Wealthbox Workflows

  • October 20, 2020
  • 2 replies
  • 122 views
N

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? 

 

    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
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • October 20, 2020

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

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    AndrewJDavison
    Forum|alt.badge.img+11
    • AndrewJDavisonZapier Solution Partner
    • Zapier Solution Partner
    • January 6, 2021

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

    Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
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