Triggers

New Board

Data sent to Wealthbox CRM, when the user creates a new board.

New List

Data sent to Wealthbox CRM, when the user creates a new list on the board.

New Card

Data sent to Wealthbox CRM, when the user creates a new card in the list of the board.

New Activity

Data sent to Wealthbox CRM, when the user performs any activity.

Actions

Create Project

Creates a new project.

Create Contact

Creates a new contact.

Create Event

Creates a new event.

Create Opportunity

Creates a new opportunity.

Create Task

Creates a new task.

Create Note

Creates a new note.