The Contact Form Builders for workflows allows you to create forms within the workflow process.  This makes it easier to view and update important information from the contact's record page by accessing it directly from the workflow step.

Steps to Use the Contact Form Builder:

1. Navigate to the Workflows section in Wealthbox to the desired step.
2. Create a new workflow or edit an existing one.
3. Click the lightning bolt icon on the workflow step to add an Action.
4. From the dropdown, choose "Update Contact Details".
5. Select the contact fields to include in the form (e.g., name, email address, phone number).  you may add more than one by clicking "Add Another Field."
6. Assign a descriptive label to the action for easy identification.
7. Save the workflow template with the added action, then start the workflow for the relevant contact.
8. When the workflow step is active, you’ll see the action icon on the step to open the form.
9. Verify, add or update any necessary information. 

Available on the Premier and Enterprise plans in Wealthbox. If you're subscribed to either plan, these features should already be enabled in your account.