Rocketlane + Wealthbox CRM

Create new Rocketlane projects for every new Wealthbox CRM contact

Effortlessly streamline your client onboarding process with this workflow that connects Wealthbox CRM and Rocketlane. When a new contact is added in Wealthbox CRM, a project will be created in Rocketlane, saving you time and ensuring a smooth transition for your clients. Stay organized and enhance your customer experience with this seamless automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Create Project
Creates a project.
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
- Changed Account Field
Trigger
Instant
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- Form TemplateRequired
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
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- Changed Task Field
Trigger
Instant
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- Account Name
Action
Write
- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
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
Account Created
Triggers when a new account is created.
Trigger
Instant
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CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
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Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write
- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

Related categories

Project Management

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

Rocketlane + Wealthbox CRM

Create new Rocketlane projects for every new Wealthbox CRM contact

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

Account Updated

Form Submitted

Project Created

Task Message Created

Task Updated

Create Account

Create Task

Delete Project

Update Account

Update Task

Search Account

Search Task (V2)

User

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Account Created

CSAT Submitted

Project Message Created

Project Updated

Task Created

Archive Project

Create Project

Post Task Message

Import Template to Project

Update Project

Search Project

Search Project (V2)

Search Task

About Rocketlane

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces