Gist + Wealthbox CRM

Create or update Gist contacts for new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM and Gist contacts up to date with this seamless workflow. When a new contact is added in Wealthbox CRM, it will create or update the corresponding contact in Gist, ensuring your contact details remain consistent across both platforms. Say goodbye to manual data entry and hello to streamlined contact management.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new Contact or updates an existing one.
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
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- 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
New Contact
Triggers when you add a new contact.
Trigger
Instant
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- EventRequired
Trigger
Instant
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- Tag
Trigger
Instant
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- Tag NameRequired
- Contact EmailRequired
Action
Write
- Tag NameRequired
- Contact EmailRequired
Action
Write
- CampaignRequired
- User ID
- Email
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
Try It
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
- CampaignRequired
Trigger
Instant
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- Tag
Trigger
Instant
Try It
- CampaignRequired
Trigger
Instant
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Updated a Contact Property
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Trigger
Instant
Try It
- EmailRequired
- User ID
- Full Name
- Tags
- Phone Number
- Signed Up At
- Unsubscribed From Emails
- Custom Properties
Action
Write
- CampaignRequired
- User ID
- Email
- Starting Email Index
- Reactivate if Removed
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

About Gist

Gist is an all-in-one email marketing automation, live chat & help desk platform.

Learn more

Related categories

Customer Support

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Gist + Wealthbox CRM

Create or update Gist contacts for new Wealthbox CRM contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Contact

Performed an Event

Tag Removed From Contact

Add Tag to an Existing Contact

Remove Tag From Existing Contact

Unsubscribe From a Campaign

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Subscribed to a Campaign

Tag Added to Contact

Unsubscribed From a Campaign

Updated a Contact Property

Create or Update Contact

Subscribe to a Campaign

Find a Contact

About Gist

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces