Connect Wealthbox and Anthropic Claude integrations
Connect Wealthbox and Anthropic Claude with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Wealthbox and Anthropic Claude to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Adds a member to the household.
Completes a workflow step.
Creates a new contact.
Creates a new event.
Creates a new opportunity.
Creates a new note.
Creates a new project.
Creates a new task.
Creates a new workflow.
Deletes a specific contact using its unique identifier.
Removes a member from a household.
Deletes an existing event from your account (workspace).
Deletes an existing opportunity from your account (workspace).
Deletes an existing project from your account (workspace).
Deletes an existing task from your account (workspace).
Retrieves a specific contact using its unique identifier.
Retrieves a specific event using its unique identifier.
Retrieves a specific opportunity using its unique identifier.
Retrieves a specific note using its unique identifier.
Retrieves a specific project using its unique identifier.
Retrieves a specific task using its unique identifier.
Retrieves a specific workflow using its unique identifier.
Performs an arbitrary authorized API call.
Reverts a workflow step.
Updates a specific contact using its unique identifier.
Updates an existing event with new properties.
Updates an existing opportunity with new properties.
Updates an existing note with new properties.
Updates an existing project with new properties.
Updates an existing task with new properties.
Updates an existing workflow with new properties.
Creates a new prompt based on a structured list of input messages.
Performs an arbitrary authorized API call.
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Build your Wealthbox and Anthropic Claude integrations.
Create custom Wealthbox and Anthropic Claude workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a member to the household.
Completes a workflow step.
Creates a new contact.
Creates a new note.
Creates a new project.
Creates a new prompt based on a structured list of input messages.
Creates a new task.
Creates a new workflow.
Creates a new event.
Connect any app with Wealthbox and Anthropic Claude
Popular Wealthbox and Anthropic Claude workflows.
Looking to get more out of Wealthbox and Anthropic Claude? With Make you can visually integrate Wealthbox and Anthropic Claude into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
[AI Tools 101] AI web scraping with Google Sheets
In this [AI Tools 101](https://www.youtube.com/watch?v=DCz7HCx6HnI&list=PLrED3I754LhmTtlldfGklaEMh-ZaCa3EK&index=9&ab_channel=Make) course template, learn how to scrape web content efficiently using AI and Google Sheets. Extract, structure, and save data seamlessly for enhanced information management and analysis.
TRY IT ->Send a Telegram message for every new article from RSS feed
Automatically send a Telegram message for every new article detected in your RSS feed. Keep your audience updated with fresh content instantly.
TRY IT ->Send messages to Anthropic Claude for new rows in Google Sheets
Automatically send messages to Anthropic Claude for each new row in Google Sheets, then update the row with the response.
TRY IT ->Draft multilingual blog posts, a Facebook post and an email with Claude and Wordpress
Create blog posts in three languages, a Facebook update, and an email campaign with Claude and WordPress. This is all done with a simple email prompt. The template is part of this [webinar.](https://www.youtube.com/watch?v=j9a_vHx2P38)
TRY IT ->Personalize estate agency emails with Facebook leads, ChatGPT, and Claude
Automatically route Facebook leads to ChatGPT and Claude to create bespoke emails for your estate agency, enhancing personalized communication and boosting client engagement. The template is part of this [webinar.](https://www.youtube.com/watch?v=01Sf0ZWR-8c)
TRY IT ->Create a Brand Strategy with Anthropic Claude and Google Docs
Use Anthropic Claude's AI capabilities and Google Docs to craft a well-structured brand strategy. This combination provides a solid foundation for your branding efforts, making documentation easy and accessible.
TRY IT ->Create personalized property listing emails for Facebook leads with ChatGPT and Claude
Automatically route Facebook leads to ChatGPT and Claude to create bespoke emails for your estate agency which includes a personalized properties listing for enhancing communication and boosting client engagement. The template is part of this [webinar.](https://www.youtube.com/watch?v=01Sf0ZWR-8c)
TRY IT ->Create a Brand Strategy with Anthropic Claude and Google Sheets
Craft a detailed brand strategy using Anthropic Claude's cutting-edge AI insights and Google Sheets' analytical tools. This pairing is ideal for keeping your strategy aligned with the latest market data.
TRY IT ->Create a Brand Strategy with Anthropic Claude and Notion
Develop a dynamic brand strategy with the help of Anthropic Calude’s AI analysis, integrated with Notion’s organizational tools. This setup enables you to map out and adjust your strategy with precision and ease.
TRY IT ->
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