STEP 1
Connect Apollo and Wealthbox
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apollo and Wealthbox Integration
Connect Apollo and Wealthbox to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apollo and Wealthbox
Detailed info you need to know about Apollo and Wealthbox integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apollo to Wealthbox
Set up your Apollo and Wealthbox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apollo and Wealthbox nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apollo and Wealthbox. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apollo and Wealthbox work in WEXTL?
WEXTL exposes actions and triggers for Apollo and Wealthbox that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Wealthbox triggersApollo actions
Wealthbox modules
- Complete Workflow StepComplete a workflow step.
- Create a ContactCreates a new contact.
- Create an EventCreate a new event.
- Create an OpportunityCreate a new opportunity.
- Create a NoteCreate a new note.
- Create a ProjectCreate a new project.
- Create a TaskCreate a new task and assign it to a user or team.
- Create a WorkflowCreate a new workflow.
- Delete a ContactDelete a specific contact using its unique identifier.
- Delete an EventDelete an existing event from your account (workspace).
- Delete an OpportunityDelete an existing opportunity from your account (workspace).
- Delete a ProjectDelete an existing project from your account (workspace).
- Delete a TaskDelete an existing task from your account (workspace).
- Delete a WorkflowDelete an existing workflow from your account (workspace).
- Get a ContactRetrieve a specific contact using its unique identifier.
- Get an EventRetrieve a specific event using its unique identifier.
- Get an OpportunityRetrieve a specific opportunity using its unique identifier.
- Get a NoteRetrieve a specific note using its unique identifier.
- Get a ProjectRetrieve a specific project using its unique identifier.
- Get a TaskRetrieve a specific task using its unique identifier.
- Get a WorkflowRetrieve a specific workflow using its unique identifier.
- Get a Workflow TemplateRetrieve a specific workflow template using its unique identifier.
- List CommentsRetrieve all of the comments that are accessible by the user for the specified resource.
- List Contact RolesList all contact roles.
- List ContactsRetrieve a paginated list of contacts.
- List Custom FieldsList all custom fields.
- List EventsRetrieve a paginated list of all of the events that are accessible by the user.
- List NotesRetrieve a paginated list of all of the notes that are accessible by the user.
- List OpportunitiesRetrieve a paginated list of all of the opportunities that are accessible by the user.
- List ProjectsRetrieve a paginated list of all of the projects that are accessible by the user.
- List TagsList all tags.
- List TasksRetrieve a paginated list of all of the tasks that are accessible by the user.
- List TeamsReturn all of the teams associated with the account.
- List User GroupsList all user groups.
- List UsersRetrieve all of the active users for the current account.
- List WorkflowsRetrieve a paginated list of all of the workflows that are accessible by the user.
- List Workflow TemplatesRetrieve a paginated list of all of the workflow templates that are accessible by the user.
- Make an API CallPerform an arbitrary authorized API request to Wealthbox API.
- Revert Workflow StepRevert a workflow step.
- Update a ContactUpdate a specific contact using its unique identifier.
- Update an EventUpdate an existing event.
- Update an OpportunityUpdate an existing opportunity with new properties.
- Update a NoteUpdate an existing note with new properties.
- Update a ProjectUpdate an existing project with new properties.
- Update a TaskUpdate an existing task and assign it to a user or team.
- Watch CommentsTriggers when there are new comments.
- Watch ContactsTriggers when there are new contact records.
- Watch EventsTriggers when there are new wealthbox events.
- Watch NotesTriggers when there are new notes.
- Watch OpportunitiesTriggers when there are new wealthbox opportunities.
Apollo modules
- Activate SequenceActivates a sequence so it can send.
- Add Contacts to SequenceEnrolls contacts in a sequence.
- Add Records to ListAdds records to one or more lists.
- Archive SequenceArchives a sequence.
- Bulk Create AccountsCreates many accounts in one request.
- Bulk Create ContactsCreates many contacts in one request.
- Bulk Create TasksCreates many tasks in one request.
- Bulk Update AccountsUpdates many accounts in one request.
- Bulk Update ContactsUpdates many contacts in one request.
- Check Email Send StatusReturns the send status of an outreach email.
- Check Email StatsReturns activity stats for an outreach email.
- Complete TaskMarks a task as completed.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Create Email DraftCreates a draft outreach email.
- Create ListCreates a new list.
- Create SequenceCreates a new sequence.
- Create TaskCreates a new task.
- Deactivate SequenceDeactivates a running sequence.
- Get AccountReturns a single account by ID.
- Get ContactReturns a single contact by ID.
- Get Contact Sequence ActivityReturns sequence activity for a contact.
- Get Current UserReturns the profile for the authenticated user.
- Get DealReturns a single deal by ID.
- Get Email ContentReturns the content of an outreach email.
- Get TaskReturns a single task by ID.
- List Account StagesRetrieves account stages for the workspace.
- List Contact StagesRetrieves contact stages for the workspace.
- List DealsRetrieves deals in the workspace.
- List Deal StagesRetrieves deal stages for the workspace.
- List Email AccountsRetrieves connected email accounts.
- List Email SchedulesRetrieves email schedules for sequences.
- List ListsRetrieves lists in the workspace.
- List NotesRetrieves notes linked to CRM records.
- List UsersRetrieves users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Records from ListRemoves records from one or more lists.
- Search AccountsRetrieves accounts that match the search filters.
- Search ContactsRetrieves contacts that match the search filters.
- Search Outreach EmailsRetrieves outreach emails that match the filters.
- Search SequencesRetrieves sequences that match the search filters.
- Search TasksRetrieves tasks that match the search filters.
- Send Email NowSends an outreach email immediately.
- Skip TaskMarks a task as skipped.
- Update AccountUpdates an existing account.
- Update Account OwnerUpdates the owner for multiple accounts.
- Update ContactUpdates an existing contact.
- Update Contact OwnerUpdates the owner for multiple contacts.
- Update Contact Sequence StatusUpdates enrollment status for contacts in sequences.
Frequently asked questions
Common questions about connecting Apollo and Wealthbox.
Connect your Apollo and Wealthbox accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Wealthbox's "Watch Comments" fires, WEXTL can "Activate Sequence" in Apollo. Apollo has 55 actions (including Activate Sequence, Add Contacts to Sequence, and Add Records to List); Wealthbox has 45 actions (including Complete Workflow Step, Create a Contact, and Create an Event). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apollo-to-Wealthbox automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apollo (or Wealthbox) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apollo + Wealthbox automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apollo and Wealthbox integration.
- Apollo and Wealthbox integration source code, module specs and credentials implementation.
- Our Apollo and Wealthbox integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apollo and Wealthbox — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apollo integration information
- Wealthbox integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library