Wealthbox CRM + Ezekia Integration

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Create Your Own Wealthbox CRM & Ezekia Integration Without Any Code

Create Custom Workflow

You can Add Conditions / More Apps in the next steps

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Assignment is converted to list in Ezekia Instant
Assignment is converted to opportunity in Ezekia Instant
Assignment document is uploaded in Ezekia Instant
Billing contact is added in Ezekia Instant
Candidate is added to assignment in Ezekia Instant
Candidate is removed from assignment in Ezekia Instant
Candidate status is added in Ezekia Instant
Candidate pipeline status is changed in Ezekia Instant
Candidate status is deleted in Ezekia Instant
Company document is uploaded in Ezekia Instant
Company status is changed in Ezekia Instant
Company off limit is created in Ezekia
Person is created in Ezekia
Project is created in Ezekia
Person is added to list in Ezekia
Person is updated in Ezekia
Project is updated in Ezekia
Person off limit is created in Ezekia
Education is added to person in Ezekia Instant
Fixed fee is locked in Ezekia Instant
Fixed fee is updated in Ezekia Instant
Invoice is locked in Ezekia Instant
Invoice is unlocked in Ezekia Instant
Invoice is updated in Ezekia Instant
Invoice status is changed in Ezekia Instant
List is converted to assignment in Ezekia Instant
List is converted to opportunity in Ezekia Instant
List document is uploaded in Ezekia Instant
Meeting is deleted in Ezekia Instant
Company is created in Ezekia Instant
Fixed fee is created in Ezekia Instant
Invoice is created in Ezekia Instant
Meeting is created in Ezekia Instant
Revenue is created in Ezekia Instant
Task is created in Ezekia Instant
Opportunity completion is changed in Ezekia Instant
Opportunity is converted to assignment in Ezekia Instant
Opportunity is converted to list in Ezekia Instant
Opportunity document is uploaded in Ezekia Instant
Person education is deleted in Ezekia Instant
Person position is deleted in Ezekia Instant
Person position is updated in Ezekia Instant
Person is removed from list in Ezekia Instant
Person tag is added in Ezekia Instant
Person tag is removed in Ezekia Instant
Project status is changed in Ezekia
Person document is uploaded in Ezekia Instant
Fixed fee is unlocked in Ezekia Instant
Company is updated in Ezekia Instant
Fixed fee is deleted in Ezekia Instant
Revenue is updated in Ezekia Instant
Revenue is deleted in Ezekia Instant
Revenue is locked in Ezekia Instant
Revenue is unlocked in Ezekia Instant
Task is updated in Ezekia Instant
Task is deleted in Ezekia Instant
Person education is deleted in Ezekia Instant
Person position is created in Ezekia Instant
Person education is updated in Ezekia Instant
Meeting is updated in Ezekia Instant

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Add billing contact in Ezekia
Add company off limits in Ezekia
Add completion to opportunity in Ezekia
Add confidential details to person in Ezekia
Add contact to project in Ezekia
Add current status to person in Ezekia
Create company in Ezekia
Add education to person in Ezekia
Add email address to person in Ezekia
Add note to project in Ezekia
Add note to company in Ezekia
Add note to person in Ezekia
Add person off limits in Ezekia
Add tag to person in Ezekia
Add person to assignment in Ezekia
Add phone number to person in Ezekia
Add website URL to company in Ezekia
Add website URL to person in Ezekia
Add person to list in Ezekia
Add position to person in Ezekia
Add status tag to company in Ezekia
Change email address of person in Ezekia
Change phone number of person in Ezekia
Create fixed fee in Ezekia
Create invoice in Ezekia
Create person in Ezekia
Create project in Ezekia
Create revenue in Ezekia
Create meeting in Ezekia
Search company by name in Ezekia
Update company in Ezekia
Update project in Ezekia
Search project by name in Ezekia
Update person in Ezekia
Search person by email in Ezekia
Change website URL of person in Ezekia
Lock fixed fee in Ezekia
Lock invoice in Ezekia
Lock revenue in Ezekia
Unlock fixed fee in Ezekia
Unlock invoice in Ezekia
Unlock revenue in Ezekia
Remove billing contact in Ezekia
Remove person from list in Ezekia
Remove tag from person in Ezekia
Delete email address of person in Ezekia
Delete phone number of person in Ezekia
Delete website URL of person in Ezekia
Delete website URL of company in Ezekia
Search person by phone number in Ezekia
Find person by id in Ezekia

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You Can Also Connect Wealthbox CRM or Ezekia With 1200+ Other Apps

Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

See Wealthbox CRM Integrations

Ezekia is a CRM for executive search firms, offering tools for candidate tracking, assignment management, and business development to streamline recruitment processes.

See Ezekia Integrations