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MySQL, Wealthbox, Close CRM Integrations

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MySQL
Wealthbox
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

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Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

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Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

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Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

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Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

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Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

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Watch New Contact INSTANT

Triggers when a new contact is created.

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Watch New Email Activity INSTANT

Triggers when a new email activity is created.

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Watch New Export INSTANT

Triggers when a new export is created.

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Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

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Watch New Lead INSTANT

Triggers when a new lead is created.

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Watch New Note Activity INSTANT

Triggers when a new note activity is created.

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Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

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Watch New Smart View INSTANT

Triggers when a new smart view is created.

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Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

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Watch New Task INSTANT

Triggers when a new task is created.

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Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

Actions

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

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Create a Contact

Creates a new contact.

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Create a Lead

Creates a new lead.

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Create an Email Activity

Creates a new email activity.

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Create an Email Sequence

Creates a new email sequence.

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Create an Export

Creates a new export.

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Create an Opportunity

Creates a new opportunity.

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Create a Note Activity

Creates a new note activity.

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Create an SMS Activity

Creates a new SMS activity.

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Create a Smart View

Creates a new smart view.

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Create a Task

Creates a new task.

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Delete a Call Activity

Deletes a call activity.

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Delete a Contact

Deletes a contact.

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Delete a Lead

Deletes a lead.

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Delete an Email Activity

Deletes an email activity.

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Delete an Opportunity

Deletes an opportunity.

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Delete a Note Acivity

Deletes a note activity.

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Delete an SMS Activity

Deletes an SMS activity.

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Delete a Smart View

Deletes a smart view.

Close CRM

Delete a Task

Deletes a task.

Close CRM

Export an Activity Report to CSV

Exports an activity report to the CSV file.

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Get a Call Activity

Gets a single call activity.

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Get a Contact

Gets a single contact.

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Get a Lead

Gets a single lead.

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Get a Lead Status Change Report

Gets a lead status change report for your organization.

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Get an Activity Report

Gets an activity report for your organization.

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Get an Email Activity

Gets a single email activity.

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Get an Email Sequence

Gets an existing email sequence.

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Get an Export

Gets a single export.

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Get an Opportunity

Gets a single opportunity.

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Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

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Get a Note Activity

Gets a single note activity.

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Get an SMS Activity

Gets a single SMS activity.

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Get a Random User

Gets a random user from your organization.

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Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

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Get a Smart View

Gets a single smart view.

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Get a Task

Gets a single task.

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Get a User

Gets a user by ID.

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Log a Call Activity

Logs a completed call activity.

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Make an API Call

Performs an arbitrary authorized API call.

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Merge Two Leads

Merges one lead into another lead.

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Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

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Update a Contact

Updates a contact.

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Update a Lead

Updates a lead.

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Update an Email Sequence

Updates an existing email sequence.

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Update an Opportunity

Updates an opportunity.

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Update a Note Activity

Updates a note activity.

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Update a Phone Number

Updates a phone number.

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Update a Smart View

Updates a smart view.

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Update a Task

Updates a task.

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

MySQL

Select row(s) from a table

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

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List Activities

Gets a list of activities.

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List Call Activities

Gets a list of call activities.

Close CRM

List Contacts

Gets a list of contacts.

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List Email Activities

Gets a list of email activities.

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List Email Sequences

Get a list of email sequences.

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List Exports

Gets a list of exports.

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List Note Activities

Gets a list of note activities.

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List Roles

Gets a list of roles.

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List Smart Views

Gets a list of smart views.

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List SMS Activities

Gets a list of SMS activities.

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List Users

Gets a list of users.

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Search Leads

Searches for leads or lists them all.

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Search Opportunities

Searches for opportunities or lists them all.

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Search Tasks

Searches for tasks or lists them all.