Trigger actions
You can create tasks, notes and start workflows in Wealthbox from CurrentClient
Updated April 29, 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