Connect Postalytics to Wealthbox CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- CampaignRequired
Try It- New Comment
Triggers when a new comment is created.
Try It - New Event
Triggers when a new event is created.
Try It - New Opportunity
Triggers when a new opportunity is created.
Try It
- Triggered Drip CampaignRequired
- Company
- First NameRequired
- Last NameRequired
- AddressRequired
- Address 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone
- New Contact
Triggers when a new contact is created.
Try It - New Note
Triggers when a new note is created.
Try It - New Project
Triggers when a new project is created.
Try It
Related categories
Related categories