![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Integrate Wealthbox CRM with Wild Apricot
Send information between Wealthbox CRM and Wild Apricot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Generate a new contact in Wild Apricot each time a new contact is created in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Wild Apricot whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Wild Apricot.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Generate a new contact in Wild Apricot each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Wild Apricot
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Wild Apricot
Connect Wealthbox CRM and Wild Apricot with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Wild Apricot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Event created or updated
Triggers when an event is created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Event registration created or updated
Triggers when an event registration is created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Payment created or updated
Triggers when a payment is created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Contact created or updated
Triggers when a contact is created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Invoice created or updated
Triggers when an invoice is created or updated
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Fetch event registration
Fetches the details of an existing event registration
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Create event registration
Creates a new event registration for an existing contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Create invoice
Creates a new invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Update event registration
Updates the details of an existing event registration
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Update event
Updates the details of an existing event
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Update contact
Updates the details of an existing contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Fetch invoice
Fetches the details of an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Fetch event
Fetches the details of an existing event
![](https://flow-au-public.nimbuspop.com/flow-apps/wild_apricot.png)
Fetch contact
Fetches the details of an existing contact
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
What is Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
Similar apps
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