ChartMogul + Wealthbox CRM

Add tags to ChartMogul customers via email when new contacts are added in Wealthbox CRM

Stay organized and save time by streamlining your CRM and customer data management. With this workflow, when you add a new contact in Wealthbox CRM, relevant tags will be applied to the customer's profile in ChartMogul via their email address. Keeping your customer data up-to-date and consistent has never been easier and more efficient.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
- Customer EmailRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TagsRequired
Action
Write
- Customer External IDRequired
- TagsRequired
Action
Write
- Customer UUIDRequired
- TypeRequired
- Author Email
- TextRequired
- Call Duration
- Created At
Action
Write
- Customer UUIDRequired
- Task detailsRequired
- AssigneeRequired
- Due dateRequired
- Completed at
Action
Write
- Contact UUIDRequired
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUIDRequired
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Task UUIDRequired
- Task details
- Assignee
- Due date
- Completed at
Action
Write
- External IDRequired
Action
Search
- MetricRequired
- Start DateRequired
- End DateRequired
- Geo Filter
- Plan Filter
Action
Search
- Customer UUIDRequired
Action
Search

New Contact
Triggers when a new contact 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
- Customer External IDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- Data Source UUIDRequired
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer EmailRequired
- TagsRequired
Action
Write
- Data Source UUIDRequired
- External IDRequired
- Customer Name (deprecated)
- Customer Email (deprecated)
- First Name
- Last Name
- Email
- Title
- Phone
- Notes
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
- Account Owner
- Website URL
Action
Write
- Customer UUIDRequired
- OwnerRequired
- PipelineRequired
- Pipeline StageRequired
- Estimated Close DateRequired
- Amount in centsRequired
- CurrencyRequired
- Type
- Forecast Category
- Win Likelihood
Action
Write
- info
- Customer UUID 1 (From)Required
- Customer UUID 2 (Into)Required
Action
Write
- GuideRequired
- Customer UUIDRequired
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUIDRequired
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Email AddressRequired
Action
Search
- Customer UUIDRequired
Action
Search
- Customer UUIDRequired
- Completed
Action
Search
- Email
- Customer External ID
- Customer UUID
Action
Search

About ChartMogul

ChartMogul helps you measure, understand and grow your subscription business.

Learn more

Related categories

Ads & Conversion

About Wealthbox CRM

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create ChartMogul customers from new Wealthbox CRM contacts

Related Zap Templates

Create ChartMogul customers from new Wealthbox CRM contacts

ChartMogul + Wealthbox CRM

Add tags to ChartMogul customers via email when new contacts are added in Wealthbox CRM

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Add a Custom Attribute to a Customer via Email

Add a Custom Attribute to a Customer via UUID

Add Tags to a Customer via UUID

Add Tags to a Customer via External ID

Create a Note or Call Log

Create a Task

Update a Contact

Update a Note or Call Log

Update a Task

Search for Customer via External ID

Retrieve a Metric

List Customer's Opportunities

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Add a Custom Attribute to a Customer via External ID

Create a Contact

Add Tags to a Customer via Email

Create a Customer

Create an Opportunity

Merge Customers

Update a Customer

Update an Opportunity

Search for Customer via Email

Retrieve a Customer Profile

List Customer's Tasks

Search Contacts

About ChartMogul

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates