Create integrations between ZenDirect and Wealthbox CRM to automate any workflow
Quickly automate workflows with ZenDirect and Wealthbox CRM using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- First NameRequired
- Last NameRequired
- StreetRequired
- CityRequired
- StateRequired
- Postal CodeRequired
- CountryRequired
- Company
- Title
- Street 2
- Email
- Mobile Phone
- Birthdate
- Spouse Name
- Spouse Birthdate
- Anniversary
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Message
- Contact Group
- New Comment
Triggers when a new comment is created.
Try It - New Event
Triggers when a new event is created.
Try It - New Opportunity
Triggers when a new opportunity is created.
Try It
- ZenDirect ProjectsRequired
- Ship MethodRequired
- ZenDirect Gifts
- Scheduled Date
- ZenDirect Contact ID
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Recipient Title
- Recipient Street
- Recipient Street 2
- Recipient City
- Recipient State
- Recipient Postal Code
- Recipient Country
- Recipient Email
- Recipient Mobile Phone
- Sender First Name
- Sender Last Name
- Sender Company
- Sender Title
- Sender Street
- Sender Street2
- Sender City
- Sender State
- Sender PostalCode
- Sender Country
- Custom Variable 1
- Custom Variable 2
- Custom Variable 3
- Custom Variable 4
- Custom Variable 5
- Custom Variable 6
- Custom Variable 7
- Custom Variable 8
- Custom Variable 9
- Custom Variable 10
- Message
- New Contact
Triggers when a new contact is created.
Try It - New Note
Triggers when a new note is created.
Try It - New Project
Triggers when a new project is created.
Try It