Wealthbox and Zapier: what moves, what doesn't, and how to set it up
Zapier connects Wealthbox to other apps with 11 instant triggers and 12 actions. Most fire on new records; Contact Updated needs the Premier plan or above.
- Connector
- Zapier app in Zapier's App Directory. Wealthbox documents it in its Help Center as a non-native connection through a third-party platform. The docs don't say who maintains the app.
- Sync direction
- Both ways, as separate Zaps: Wealthbox triggers send events out, Wealthbox actions write records in
- Setup time
- Docs give no time estimate; a Zap is a trigger, an action and field mapping
- Availability
- Zapier lists a Wealthbox plan limit only on Contact Updated (Premier and Enterprise); Zapier Free, Professional, Team and Enterprise plans all exist
- Our rating
- 4 out of 5. Instant triggers and actions cover contacts, tasks, notes and opportunities; Contact Updated needs Premier, and Zapier's free plan allows 100 tasks a month.
| What | Direction | Detail |
|---|---|---|
| New contact, event, opportunity, task, note, project, workflow, comment | Wealthbox → Zapier | Eight separate triggers. Zapier marks each as Instant, so the Zap starts when the record is created. |
| Contact updated | Wealthbox → Zapier | Starts a Zap when an existing contact changes. Zapier lists it for Premier and Enterprise Wealthbox plans only. |
| Task complete and workflow step complete | Wealthbox → Zapier | Task Complete covers non-repeating tasks only. Workflow Step Complete fires when a step in a workflow is completed. |
| Contacts | Zapier → Wealthbox | Create Contact, Update Contact, Find or Create a Contact and Find a Contact. Update Contact requires the Contact ID. |
| Notes, tasks and events | Zapier → Wealthbox | Create Note needs content. Create Task needs a name, due date and assignment type. Create Event needs a title, start and end. |
| Opportunities | Zapier → Wealthbox | Create Opportunity requires a name, target close date, probability and stage. The listing shows no update action for opportunities. |
| Households and projects | Zapier → Wealthbox | Create Household, Add Member to Household and Create Project. A household needs a name and a type. |
| Workflows | Zapier → Wealthbox | Start Workflow launches a workflow on a contact, project or opportunity. It uses a workflow template you already built in Wealthbox. |
Setting it up
- Sign in to Zapier, or create a free account, and select Create Zap.
- Pick the trigger app and event. For form tools, that is an event such as New Entry. For a Wealthbox trigger, choose Wealthbox CRM and an event such as New Contact.
- Connect each account when prompted. For Wealthbox, enter your Wealthbox login credentials.
- Choose Wealthbox CRM as the action app and select the action, such as Create Contact or Create Task.
- Map the fields. For example, pass caller name, phone number and call notes from RingCentral into a Wealthbox note.
- If the Wealthbox event is missing from the list, check your Wealthbox plan. Contact Updated is limited to Premier and Enterprise.
Where the integration stops
- Zapier runs on events, not on a continuous sync. The docs describe triggers and actions. If you need a record to stay matched in both systems, you build that logic yourself with Find actions and filters.
- Contact Updated needs Premier or Enterprise. Wealthbox's help article says the Wealthbox action may not appear on lower plans. Check your plan before you design around it.
- The listing shows one update action: Update Contact. It shows no update action for opportunities or tasks. Pair a Find step with a new record, or call the Wealthbox API through Webhooks by Zapier.
- Task Complete skips repeating tasks. A Zap on recurring tasks will not fire on completion.
- Zapier's Free plan allows 100 tasks a month and two-step Zaps. Multi-step Zaps start on the Professional plan at $19.99 a month. The docs I read don't say whether Wealthbox counts as a premium app.
- The field lists on the Zapier listing show no custom fields. The docs don't say whether Wealthbox custom fields map. Test with one record before you rely on it.
Zapier connects Wealthbox to other apps through triggers and actions. It suits firms that want a form, a scheduler or a phone system to create Wealthbox records without code. Zapier's own page covers the platform in general.
The fact that surprises teams: this is a set of one-off Zaps, not a sync. A Wealthbox trigger sends an event out. A Wealthbox action writes a record in. Nothing keeps the two sides matched afterward.
Triggers fire instantly, mostly on new records
Zapier lists 11 Wealthbox triggers, and it marks each one as Instant. Eight start on a new record: contact, event, opportunity, task, note, project, workflow and comment. Two start on completion: Task Complete and Workflow Step Complete.
Task Complete covers non-repeating tasks only. If your team runs recurring review tasks, those completions never reach Zapier.
The eleventh trigger is Contact Updated. Zapier limits it to Premier and Enterprise plans. On the Wealthbox pricing page, Premier is the third tier of four, after Basic and Pro.
Actions create records and update only contacts
Zapier lists 12 Wealthbox actions and searches. They create contacts, notes, tasks, events, opportunities, projects and households. They also add a member to a household and start a workflow from a template.
Update Contact is the one update action on the listing. It needs the Contact ID, so a Zap usually runs Find a Contact first. Opportunities and tasks have create actions only. To change an existing opportunity, you need a call to the Wealthbox API through Webhooks by Zapier.
Wealthbox's help articles show typical uses. A Wufoo form entry creates a contact. A RingCentral call log creates a note, task or contact. A GoTo Meeting meeting creates an event, task or note. For email logging, use the Wealthbox and Gmail connector instead.
Zapier bills by task, on top of Wealthbox
Wealthbox plans run from Basic at $65 per user per month to Premier at $119, with Enterprise on custom pricing. Zapier is a separate subscription. Its Free plan allows 100 tasks a month and two-step Zaps. Professional starts at $19.99 a month and adds multi-step Zaps, premium apps and webhooks.
A form-to-contact Zap fits on the free plan. A Zap that finds a contact, then creates a note and a task, needs three steps. That means Professional, and the webhook route for opportunity updates does too.
Run a test record through each Zap before you turn it on. The docs don't say whether custom fields map, and a test shows you.