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Best answer

How to trigger a zap when a wealthbox contact is updated

  • October 10, 2024
  • 2 replies
  • 34 views
D

How can I trigger a Zap when a Wealthbox Contact is updated? These are the only Wealthbox Triggers I see:

  • New Comment
  • New Event
  • New Opportunity
  • Task Complete
  • New Workflow
  • New Contact
  • New Note
  • New Project
  • New Task
  • Workflow Step Complete

Is there really no way to trigger a zap when a contact is updated?

 

Any help is appreciated, thank you in advance.

Best answer by ken.aBest answer by ken.a

Hi @dgallman,

Unfortunately, triggering on updated contacts in Wealthbox CRM is not supported at the moment. However, we have an feature request for this exact functionality. I have added you to the feature request. That does a few things:

  • Bring this to the attention of the integration developers
  • Help track interest in this feature being implemented
  • Allows us to notify you via email if this feature becomes available in the future

While I don't have an ETA on when this feature might be implemented, we will notify you via email if it is!

Hopefully, this helps.

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2 replies

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31050 replies
  • October 10, 2024

Hi @dgallman 

Try asking Wealthbox Support if there is an available webhook event for: Update Contact

If so, then use this Zap trigger: Webhook - Catch Hook

This will generate a unique webhook URL to configure in Wealthbox.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • 6412 replies
  • Answer
  • October 11, 2024

Hi @dgallman,

Unfortunately, triggering on updated contacts in Wealthbox CRM is not supported at the moment. However, we have an feature request for this exact functionality. I have added you to the feature request. That does a few things:

  • Bring this to the attention of the integration developers
  • Help track interest in this feature being implemented
  • Allows us to notify you via email if this feature becomes available in the future

While I don't have an ETA on when this feature might be implemented, we will notify you via email if it is!

Hopefully, this helps.

D
1 person likes this
  • D
    dgallman
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