ElectroNeek + Wealthbox

Actions · 11

• Create Contact

  Adds a new contact with rich details (name, address, email, tags, etc.)

• Create Note

  Adds a note linked to a contact. Log call summaries against client records.

• Create Project

  Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.

• Add Member to Household

  Adds a member to an existing household. Link multiple contacts under one family unit.

• Create Household

  Creates a household record with emails, tags. Group family member contacts into one household.

• Create Event

  Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.

• Create Opportunity

  Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.

• Create Task

  Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.

• Start Workflow

  Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.

• Find Contact

  Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.

• Find Task

  Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.

Triggers · 4

• New Task

  Fires when a new task is created

• New Contact

  Fires when a new contact is created

• New Event

  Fires when a new event is created

• New Opportunity

  Fires when a new opportunity is created