To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
About Zapier integrations
In this guide, we will be taking a look at integrating Wealthbox CRM and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from Wealthbox CRM to Trustmary)
Having Wealthbox CRM as the trigger in Zapier enables you to transfer data from Wealthbox CRM to Trustmary. When using Wealthbox CRM as the trigger in Zapier, you will have access to several trigger events that can be used to launch the set functions. The trigger events include for example New Comment, New Event, and New Opportunity. The full list of triggers can be found below.
Action events (from Trustmary to Wealthbox CRM)
Having Wealthbox CRM as the action in Zapier enables you to transfer data from Trustmary to Wealthbox CRM. When using Wealthbox CRM as the action in Zapier, you will have access to several action events that can be set for the app to perform when triggered. The action events include for example Add Member to Household, Create Event, and several different Searches. The full list of actions can be found below.