Wealthbox currently provides 4 triggers that can start a workflow and 11 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
New Task
Fires when a new task is created
New Contact
Fires when a new contact is created
New Event
Fires when a new event is created
New Opportunity
Fires when a new opportunity is created
Create Contact
Adds a new contact with rich details (name, address, email, tags, etc.)
Create Note
Adds a note linked to a contact. Log call summaries against client records.
Create Project
Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.
Add Member to Household
Adds a member to an existing household. Link multiple contacts under one family unit.
Create Household
Creates a household record with emails, tags. Group family member contacts into one household.
Create Event
Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.
Create Opportunity
Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.
Create Task
Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.
Start Workflow
Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.
Find Contact
Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.
Find Task
Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Wealthbox event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Task
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Wealthbox action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Contact
Combine Wealthbox with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New Task
Finishes with
Create Contact, then preserve the outcome in Coherence
The exact authentication fields depend on Wealthbox. The workflow structure stays straightforward:
Authorize the Wealthbox account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Wealthbox or provide a complementary trigger or action.
Wealthbox currently provides 4 triggers that can start a workflow and 11 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Wealthbox currently lists 4 triggers and 11 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Wealthbox triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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