Connect Wealthbox and Bubble integrations
Connect Wealthbox and Bubble 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 Bubble 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 new data things in a single operation. The workflow 'load_data_types' must be defined in your Bubble application. See the documentation.
Creates a new data thing of the given type, or updates an existing one. To update a data thing, the unique ID of the data thing must be provided.
Deletes a data thing.
Returns a data thing of the given type.
Runs a workflow in your Bubble application.
Retrieves a list of data things of the given type.
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Build your Wealthbox and Bubble integrations.
Create custom Wealthbox and Bubble 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 task.
Creates a new workflow.
Creates a new event.
Creates a new opportunity.
Connect any app with Wealthbox and Bubble
Popular Wealthbox and Bubble workflows.
Looking to get more out of Wealthbox and Bubble? With Make you can visually integrate Wealthbox and Bubble into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new Bubble data entries as rows in Google Sheets
Streamline your data management process by automatically adding new entries from Bubble to Google Sheets. With this template, every time a new data thing is created in Bubble, Make will seamlessly add a corresponding row in your Google Sheets. This integration ensures that your data is always up-to-date and easily accessible for analysis and reporting, enhancing your workflow efficiency.
TRY IT ->Export Wealthbox Person contacts to Google Sheets
Export Wealthbox Person contacts to Google Sheets. Wealthbox offers many parameter. In this template, we will use a Person contact and export First name, Last name, and an email. A limit of max. 3200 records applies.
TRY IT ->Import Google Sheets contact to Wealthbox Persons
Every time a new conatct is added to Google Sheet, a new contact is automatically created in Wealthbox. Wealthbox offers many parameters for contact, in this template we will work only with Personal contacts using First name, Last name, and Email in columns A, B, and C.
TRY IT ->Export Wealthbox Events to Google Calendar
Export selected Wealthbox events to your Google calendar.
TRY IT ->Add new or recently updated Bubble contacts to Smaily
Every time a new data thing is created or recently modified in Bubble, Make will automatically add a Smaily subscriber.
TRY IT ->Import spreadsheet data into Bubble
Make checks in specified intervals whether there is a new row in a watched Google spreadsheet. If so, the data are imported to Bubble.
TRY IT ->Create a data thing on Bubble using data from a Google Sheets spreadsheet
Every time data is updated in a Google Sheets spreadsheet, Make will create a data thing in one or more data types on Bubble.
TRY IT ->Send data to Make as JSON via an action in a Bubble workflow using the API Connector plugin
Every time a Bubble workflow runs and triggers an API Call used as an action, Make will receive data as a JSON and parse it to be used in subsequent modules.
TRY IT ->
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