Trengo + Wealthbox CRM

Create new Trengo contacts from Wealthbox CRM new contacts

Easily streamline your client management process with this automation workflow between Wealthbox CRM and Trengo. When you add a new contact in Wealthbox CRM, this workflow will create a contact in Trengo, ensuring consistent and updated information across both platforms. Save time and reduce manual data entry, allowing you to focus on building valuable client relationships.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create a Contact
Creates a contact.
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
Ticket Label Added
Triggers when a label is added to a conversation.
Trigger
Instant
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New Outbound Message
Triggers when an outbound message is created.
Trigger
Instant
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Phone Call Missed
Triggers when a phone call is missed.
Trigger
Instant
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- Name
- Email
- Phone
Action
Write
- Channel IDRequired
- Contact IdentifierRequired
- Contact Name
- MessageRequired
- Email Subject
Action
Write
- Webhook URLRequired
- Contact typeRequired
- Contact name
Action
Write
- Term
- Name
- Email
- Phone
Action
Search or 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
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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
New Inbound Message
Triggers when an inbound message is created.
Trigger
Instant
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New Internal Note
Triggers when an internal note is created.
Trigger
Instant
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Phone Call Ended
Triggers when a phone call has ended.
Trigger
Instant
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Phone Call Started
Triggers when a phone call has started.
Trigger
Instant
Try It
- Channel IDRequired
- PhoneRequired
- DirectionRequired
- Contact name
- Note
- Duration
- Recording URL
Action
Write
- WhatsApp Message Template IDRequired
- Recipient Phone numberRequired
- Dynamic Content
Action
Write
- Term
Action
Search

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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

Trengo + Wealthbox CRM

Create new Trengo contacts from Wealthbox CRM new 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

Ticket Label Added

New Outbound Message

Phone Call Missed

Create a Contact

Send a Message

Trigger Journey

Find or create contact

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Inbound Message

New Internal Note

Phone Call Ended

Phone Call Started

Log a Voice Call

Send a WhatsApp Message Template

Find a Contact

About Trengo

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces