I'd love if there were a field in the "assign workflow" Zap action that allowed us to automatically assign the workflow to the head of household for the client in question.

(This functionality would be similar to the dialog box that shows up when you manually assign a workflow to a client who isn't the head of household, and gives you the option to assign it to the one who is.)

This would be useful in particular when a client schedules a meeting; it's easy enough to create a Zap that automatically starts a workflow based on the email of the client in question, but if the person who schedules the meeting doesn't happen to be the head of household, that can sometimes cause Confusion And Delay. This field would help avoid that.

Within Zapier, it appears that, to update multiple client dates, one must use one task/step per date to update. It would be nice to be able to update multiple dates in one step. For instance, when our zap updates the sign date for our advisory agreement, we update their "client since", "ADV", "fee agreement", and "privacy" dates all to the same date. This takes 4 zap tasks at the moment and could potentially be 1 if the zapier integration allowed multiple date types within one step.

I'd like to be able to use Zapier to create a task in a workflow based on an email being sent/received.

create an action event that allows Zapier to complete workflow tasks and workflows.

e.g., client schedules "intro meeting" via calendly, the Zap marks the task "intro call scheduled" task within the [new client 1: lead/referal] workflow complete as well as the workflow and moves the client to the next workflow.

It would be nice to allow for the addition/modification of the client note at the top of the card via Zapier.

Add more fields to the Find or Create Client action (or create a new action) in Zapier in order to automatically add tags and streams to new contact. This can be done using the Find or Create Contact in Wealthbox CRM action, but not the Hubly action.