AddEvent + Wealthbox CRM

Create events in AddEvent for new Wealthbox CRM contacts

Effortlessly stay on top of your Wealthbox CRM contacts by adding events to your calendar with this workflow. Upon creating a new contact in Wealthbox CRM, an event will be generated in AddEvent, ensuring you're always prepared for upcoming meetings and tasks without having to manually input the information. Streamline your CRM and calendar management with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Event
Creates a new event on your AddEvent calendar.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- Filter by event(s)
- Filter by calendar(s)
- Attendee status
Trigger
Scheduled
Try It
- TitleRequired
- Calendar
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled?
- RSVP form
- Organizer name
- Organizer email
Action
Write
- EventRequired
- Title
- Calendar
- Start date & time
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled
- RSVP form
- Organizer name
- Organizer email
Action
Write
- Search term
- Events
- Calendars
- Minimum date & time
- Maximum date & time
- TitleRequired
- Calendar
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled?
- RSVP form
- Organizer name
- Organizer email
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Filter by calendar(s)
- Subscriber status
Trigger
Scheduled
Try It
- TitleRequired
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Landing page template ID
- Reference
Action
Write
- Event
Action
Write
- Search term
- Events
- Calendars
- Minimum date & time
- Maximum date & time
Action
Search