TIMIFY + Wealthbox CRM

Create new TIMIFY customers from new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM contacts and TIMIFY customer records up-to-date with this automation workflow. Every time a new contact is added in Wealthbox CRM, a customer will be created in your TIMIFY account, saving you valuable time and ensuring accurate data across both platforms. Stay organized and maintain seamless communication between your CRM and appointment scheduling tool with this efficient workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Customer
To Create a Customer in Timify
ActionWrite

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Supported triggers and actions

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
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
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New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
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Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
Try It
Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
Try It
Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
Try It
- TitleRequired
- Resource ID(s)Required
- Duration (in minutes)Required
- Date & TimeRequired
- Notes
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
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
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
Try It
- FieldRequired
Trigger
Instant
Try It
New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
Try It
New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
Try It
Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
Try It
- ServiceRequired
- Resource ID(s)Required
- Date & TimeRequired
- DurationRequired
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- External ID
Action
Write

About TIMIFY

TIMIFY is an online scheduling and resource management tool for all kind of small businesses and large enterprises.

Related categories

Calendar

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

TIMIFY + Wealthbox CRM

Create new TIMIFY customers from 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

Group Event Participant Added

New Customer

New Group Event

New Resource

Resource Deleted

Appointment Updated

Group Event Updated

Create Appointment

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Appointment Deleted

New Appointment

New Customer With Selective Fields

New Group Event Participant Added

New Service

Resource Updated

Customer Updated

Create Appointment by Service

Create Customer

About TIMIFY

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces