Wealthbox sending duplicate emails for task creation through Zapier

Hi ​@GT2025! I think you’re probably right, this sounds like Wealthbox has it programmed by default to notify all the team at once.

Could you help us with a screenshot of this Zapier block? (Please make sure to hide or blur any private info)

Hi ​@GT2025,

We just wanted to see how everything is going with your Zap. If you need any assistance, feel free to reach out. 

We're happy to address any concerns and assist you.

Hi Jammer,

Thank you for following up! Sorry for the delay - we haven’t been able to play with Zapier in the past few days. I think it would be easier to schedule a call with someone over the phone to help walk us through it, where can I go to book a call?

​@escalateur.com Here is a ss of my Zapier block. I used the Formatter tool to transcribe the incoming phone# from RingCentral into the WealthBox phone# format. We think the error must be in the Find Contact menu or the Create Task options through WealthBox. Here is the Find Contact Menu:

Here is the Create Task Menu:

Let me know if you have any ideas!!

Hi ​@GT2025,

I don’t see any issues with your Zap setup. While I’m not too familiar with Wealthbox CRM, the behavior you’re experiencing may be due to how their API functions.

I’d recommend reaching out to Wealthbox CRM to confirm whether this is expected behavior, as they manage and update their integration in Zapier.

Let me know if there’s anything else I can help with!

Hi ​@ken.a,

Thanks for the suggestion - I will do that.

Hi ​@GT2025,
 
We just wanted to see how everything is going with your Zap. Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.