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Wealthbox Integration für eure Workflows.

Verbindet Wealthbox einmal mit Collabase und nutzt 11 Aktionen und 4 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.

Proof of Concept starten Gespräch vereinbaren

AnmeldungAPI-Schlüssel

KategorieWeitere

AktualisiertOktober 2026

LizenzOpen Source (MIT)

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Wealthbox in Collabase

Verbindet Wealthbox einmal mit Collabase und nutzt 11 Aktionen und 4 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.

So verbindet ihr es

Öffnet in den Einstellungen des Workspace die Integrationen.
Wählt Wealthbox und verbindet euer Konto.
Fügt im Workflow einen Auslöser oder eine Aktion hinzu.

Auslöser von Wealthbox

Name	Beschreibung	Felder
New TaskFragt in Intervallen ab	Fires when a new task is created	Assigned To Assigned To Team ID Created By Task Type Linked Resource Type Linked Resource
New ContactFragt in Intervallen ab	Fires when a new contact is created	Contact Type Entity Type Household Title Assigned To Tags Filter Active Status + 1 Include Deleted Contacts
New EventFragt in Intervallen ab	Fires when a new event is created	Linked Resource Type Linked Resource Event Category Start Date Minimum Start Date Maximum Sort Order
New OpportunityFragt in Intervallen ab	Fires when a new opportunity is created	Linked Resource Type Linked Resource Opportunity Stage Opportunity Manager Include Closed Opportunities Minimum Probability (%) + 3 Maximum Probability (%) Target Close After Target Close Before

Aktionen von Wealthbox

Name	Beschreibung	Felder
Create Contact	Adds a new contact with rich details (name, address, email, tags, etc.)	First Name Last Name Prefix Middle Name Suffix Nickname + 24 Job Title Company Name Contact Type Contact Classification Status Gender Birth Date Marital Status Email Address Phone Number Street Address Line 1 Street Address Line 2 City State ZIP Code Country Twitter Handle LinkedIn URL Background Information Important Information Personal Interests Contact Source Tags External Unique ID
Create Note	Adds a note linked to a contact. Log call summaries against client records.	Note Content Contact Visible To Tags
Create Project	Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.	Project Name Project Description Organizer Visible To Custom Fields
Add Member to Household	Adds a member to an existing household. Link multiple contacts under one family unit.	Household Contact Household Title
Create Household	Creates a household record with emails, tags. Group family member contacts into one household.	Household Name Head of Household Spouse/Partner (Optional) Primary Email Address Street Address Line 1 Street Address Line 2 + 12 City State ZIP Code Country Primary Phone Number Household Type Status Background Information Important Information Tags Visible To External Unique ID
Create Event	Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.	Event Title Start Date & Time End Date & Time Location Description All Day Event + 8 Repeating Event Event Status Linked Contact Invitees Event Category Email Invitees Visible To Custom Fields
Create Opportunity	Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.	Opportunity Name Target Close Date Probability (%) Amount Currency Amount Type + 6 Stage Linked Contact Description Opportunity Manager Visible To Custom Fields
Create Task	Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.	Task Name Due Date Assigned To Description Priority Mark as Complete + 6 Link To Linked Record Category Visible To Due Later Custom Fields
Start Workflow	Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.	Workflow Template Link To Linked Record Workflow Label Start Date & Time Visible To + 1 Workflow Milestones
Find Contact	Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.	Name Email Address Phone Number Contact ID External Unique ID Contact Type + 10 Contact Entity Type Household Title Tags Filter Active Status Include Deleted Contacts Updated Since Updated Before Sort Order Result Limit Return Single Result Only
Find Task	Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.	Task ID (Optional) Linked Resource Type Linked Resource Assigned To Assigned to Team ID Created By + 6 Completion Status Task Type Updated Since Updated Before Result Limit Return Single Result Only

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Fragen zu Wealthbox

Was kann ich mit Wealthbox in Collabase automatisieren?

Wealthbox bringt 11 Aktionen und 4 Auslöser mit, zum Beispiel Create Contact, Create Note, Create Project, Add Member to Household und 7 weitere. Ihr setzt sie im Workflow ohne Code zusammen und kombiniert sie mit allen anderen Integrationen.

Wie verbinde ich Wealthbox mit Collabase?

Ihr öffnet die Integrationen in den Einstellungen des Workspace, wählt Wealthbox und verbindet euer Konto einmal, per API-Schlüssel. Danach stehen alle Auslöser und Aktionen im Workflow bereit.

Kann Wealthbox einen Workflow starten?

Ja. Wealthbox stellt 4 Auslöser bereit, zum Beispiel New Task, New Contact, New Event und 1 weitere. Der Workflow läuft, sobald das Ereignis eintritt.

Kostet die Wealthbox Integration extra?

Nein. Alle Integrationen sind in jeder Lizenz enthalten, in der Isolated Cloud wie im Self-Hosted-Betrieb. Es gibt keinen Modulpreis.

Prüfe es an deinen eigenen Inhalten. Ein Proof of Concept steht in wenigen Tagen.

Wir setzen eine Instanz mit deinen Inhalten auf, du prüfst sie an echten Abläufen. Im Erstgespräch klären wir Umfang, Betriebsmodell und Zeitplan.

Gespräch vereinbaren Proof of Concept starten