Bonjoro + Wealthbox CRM

Create tasks in Bonjoro for new Wealthbox CRM contacts

Connect your Wealthbox CRM to Bonjoro seamlessly with this automation. Whenever a new contact is added in Wealthbox CRM, a personalized task will be created in Bonjoro, ensuring you never miss an opportunity to engage with your clients. Strengthen your customer relationships and save time by easily managing tasks through this efficient workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
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Workspaces
List of available Workspaces
Trigger
Scheduled
Try It
- Email AddressRequired
- First Name
- Last Name
- WorkspaceRequired
- Message Template
- Reason
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
Try It
Message Templates
List of available Message Templates
Trigger
Scheduled
Try It

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more Help

Related categories

Customer Appreciation

Similar apps

BombBomb.com

Drip Emails

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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Bonjoro + Wealthbox CRM

Create tasks in Bonjoro for new Wealthbox CRM contacts

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

Email Address

Name

Phone Number

Id

Type

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate