Wealthbox Workflows

  • 20 October 2020
  • 2 replies

Userlevel 1

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? 


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2 replies

Userlevel 7
Badge +14

Please check out the available triggers/actions/searches for Wealthbox here:

Userlevel 7
Badge +10

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