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MySQL, EspoCRM, Wealthbox Integrations

EspoCRM
MySQL
Wealthbox
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Triggers

EspoCRM

Watch Changes INSTANT

Watches the creation, updating, deleting or field change events of various entity types.

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

EspoCRM

Compose an Email

Composes an email.

EspoCRM

Create a Call

Creates a call.

EspoCRM

Create a Case

Creates a case.

EspoCRM

Create a Contact

Creates a contact.

EspoCRM

Create a Lead

Creates a lead.

EspoCRM

Create a Meeting

Creates a meeting.

EspoCRM

Create an Account

Creates an account.

EspoCRM

Create an Attachment

Creates an attachment for case, task, or composing an email.

EspoCRM

Create an Opportunity

Creates an opportunity.

EspoCRM

Create a Task

Creates a task.

EspoCRM

Delete a Call

Deletes a call.

EspoCRM

Delete a Case

Deletes a case.

EspoCRM

Delete a Contact

Deletes a contact.

EspoCRM

Delete a Lead

Deletes a lead.

EspoCRM

Delete a Meeting

Deletes a meeting.

EspoCRM

Delete an Account

Deletes an account.

EspoCRM

Delete an Opportunity

Deletes an opportunity.

EspoCRM

Delete a Task

Deletes a task.

EspoCRM

Get a Call

Gets a call.

EspoCRM

Get a Case

Gets a case.

EspoCRM

Get a Contact

Gets a contact.

EspoCRM

Get a Lead

Gets a lead.

EspoCRM

Get a Meeting

Gets a meeting.

EspoCRM

Get an Account

Gets an account.

EspoCRM

Get an Opportunity

Gets an opportunity.

EspoCRM

Get a Task

Gets a task.

EspoCRM

Make an API Call

Performs an arbitrary authorized API call.

EspoCRM

Update a Call

Updates a call.

EspoCRM

Update a Case

Updates a case.

EspoCRM

Update a Contact

Updates a contact.

EspoCRM

Update a Lead

Updates a lead.

EspoCRM

Update a Meeting

Updates a meeting.

EspoCRM

Update an Account

Updates an account.

EspoCRM

Update an Opportunity

Updates an opportunity.

EspoCRM

Update a Task

Updates a task.

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.

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

MySQL

Select row(s) from a table

EspoCRM

List Accounts

Lists or searches accounts.

EspoCRM

List Calls

Lists or searches calls.

EspoCRM

List Cases

Lists or searches cases.

EspoCRM

List Contacts

Lists or searches contacts.

EspoCRM

List Leads

Lists or searches leads.

EspoCRM

List Meetings

Lists or searches meetings.

EspoCRM

List Opportunites

Lists or searches opportunites.

EspoCRM

List Tasks

Lists or searches tasks.

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.