Trigger actions
Create tasks and notes and start workflows in Wealthbox directly from CurrentClient, so follow-ups happen while the conversation is still fresh
Updated September 6, 2026
Video overview#
What Wealthbox actions can I take from CurrentClient?#
Create Note
You can create notes in Wealthbox from the CurrentClient app
Create Task
You can create tasks in Wealthbox from the CurrentClient app
Start Workflow
You can start Wealthbox workflows from the CurrentClient app