Create Task
Creates a new task in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TASK_ACTION])
Update Task
Updates an existing task in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_TASK_ACTION])
Create Opportunity
Creates a new opportunity in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY_ACTION])
Update Opportunity
Updates an existing opportunity in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY_ACTION])
Add Note
Adds a new note to a contact or opportunity in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_NOTE_ACTION])
Create Event
Creates a new event in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_EVENT_ACTION])
Update Event
Updates an existing event in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_EVENT_ACTION])
Create Project
Creates a new project in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_PROJECT_ACTION])
Update Project
Updates an existing project in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_PROJECT_ACTION])
Create Workflow
Creates a new workflow in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_WORKFLOW_ACTION])
Start Workflow
Starts a workflow for a specific contact or opportunity in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.START_WORKFLOW_ACTION])
Create Custom Field
Creates a new custom field in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_CUSTOM_FIELD_ACTION])
Update Custom Field
Updates the value of a custom field for a contact or opportunity in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_CUSTOM_FIELD_ACTION])
Create Reminder
Creates a new reminder in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_REMINDER_ACTION])
Update Reminder
Updates an existing reminder in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_REMINDER_ACTION])
New Task
Triggers when a new task is created in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_TASK_TRIGGER])
New Opportunity
Triggers when a new opportunity is created in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY_TRIGGER])
Completed Task
Triggers when a task is marked as completed in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.COMPLETED_TASK_TRIGGER])
New Note
Triggers when a new note is added to a contact or opportunity in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_NOTE_TRIGGER])
New Event
Triggers when a new event is created in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_EVENT_TRIGGER])
Won Opportunity
Triggers when an opportunity is marked as won in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.WON_OPPORTUNITY_TRIGGER])
Lost Opportunity
Triggers when an opportunity is marked as lost in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LOST_OPPORTUNITY_TRIGGER])
New Project
Triggers when a new project is created in Wealthbox CRM
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_PROJECT_TRIGGER])